Root Financial Partners
DJT icon

Root Financial Partners’s Trump Media & Technology Group DJT Stock Holding History

Root Financial Partners’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$39.1K Buy
+4,317
New +$39.3K ﹤0.01% 1208
2026
Q2 		– Sell
-3,970
Closed -$36.8K – 3291
2026
Q1 		$36.8K Buy
3,970
+3,961
+44,011% +$45.5K ﹤0.01% 1016
2025
Q4 		$119 Hold
9
– – ﹤0.01% 2320
2025
Q3 		$148 Buy
+9
New +$160 ﹤0.01% 2222

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Vanguard Portfolio Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Yorkville Advisors Global
Yorkville Advisors Global Mountainside, New Jersey $133M AUM 33.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Root Financial Partners's DJT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Trump Media & Technology Group (DJT) in Q3 2026: 4,317 shares worth $39.1K. The stake represents ﹤0.01% of the portfolio and ranks #1208 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DJT as recently as Q1 2026.

Root Financial Partners first reported a position in DJT in Q3 2025 and has held it in 4 quarters since. 296 funds tracked by Wall St. Rank hold DJT as of Q3 2026.

  • Root Financial Partners held 4,317 shares of Trump Media & Technology Group worth $39.1K as of Q3 2026.
  • Trump Media & Technology Group was a new Root Financial Partners position in Q3 2026.
  • Trump Media & Technology Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1208 holding.
  • Root Financial Partners first reported a position in Trump Media & Technology Group in Q3 2025 and has held it in 4 quarters since.
  • 296 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.