SageView Advisory Group
DJT icon

SageView Advisory Group’s Trump Media & Technology Group DJT Stock Holding History

SageView Advisory Group’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 		– Sell
-481
Closed -$6.37K – 2507
2025
Q4 		$6.37K Buy
+481
New +$6.56K ﹤0.01% 1886

Other funds holding DJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Clear Street
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

SageView Advisory Group's DJT Position: Q1 2026 in Review

SageView Advisory Group sold out of Trump Media & Technology Group (DJT) in Q1 2026, closing a stake of 481 shares — an estimated $6.37K sold.

SageView Advisory Group first reported a position in DJT in Q4 2025 and held it in 1 quarter. The position peaked at $6.37K in Q4 2025. 329 funds tracked by Wall St. Rank hold DJT as of Q1 2026.

  • SageView Advisory Group reported no remaining Trump Media & Technology Group position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 481 Trump Media & Technology Group shares in Q1 2026, an estimated $6.37K.
  • SageView Advisory Group first reported a position in Trump Media & Technology Group in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Trump Media & Technology Group position peaked at $6.37K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.