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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
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

Other funds holding DJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Root Financial Partners's DJT Position: Q1 2026 in Review

Root Financial Partners increased its Trump Media & Technology Group (DJT) stake by 44,011% in Q1 2026, buying an estimated $45.5K and bringing the position to 3,970 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Root Financial Partners first reported a position in DJT in Q3 2025 and has held it in 3 quarters since. 328 funds tracked by Wall St. Rank hold DJT as of Q1 2026.

  • Root Financial Partners held 3,970 shares of Trump Media & Technology Group worth $36.8K as of Q1 2026.
  • Root Financial Partners bought 3,961 Trump Media & Technology Group shares in Q1 2026, an estimated $45.5K.
  • Trump Media & Technology Group made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1016 holding.
  • Root Financial Partners first reported a position in Trump Media & Technology Group in Q3 2025 and has held it in 3 quarters since.
  • 328 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.