Searcy Financial Services
TSLA icon

Searcy Financial Services’s Tesla TSLA Stock Holding History

Searcy Financial Services’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.69M Hold
4,752
– – 0.6% 16
2026
Q2 		$2M Sell
4,752
-1
-0% -$398 0.67% 16
2026
Q1 		$1.77M Sell
4,753
-8
-0.2% -$3.3K 0.66% 15
2025
Q4 		$2.14M Hold
4,761
– – 0.79% 15
2025
Q3 		$2.12M Buy
4,761
+31
+0.7% +$10.8K 0.8% 15
2025
Q2 		$1.5M Buy
4,730
+260
+6% +$78.3K 0.61% 15
2025
Q1 		$1.16M Buy
4,470
+13
+0.3% +$4.33K 0.5% 16
2024
Q4 		$1.8M Buy
4,457
+25
+0.6% +$8.04K 0.83% 14
2024
Q3 		$1.16M Buy
4,432
+19
+0.4% +$4.33K 0.54% 17
2024
Q2 		$873K Buy
4,413
+103
+2% +$18K 0.44% 17
2024
Q1 		$758K Hold
4,310
– – 0.39% 17
2023
Q4 		$1.07M Hold
4,310
– – 0.59% 15
2023
Q3 		$1.08M Buy
4,310
+457
+12% +$117K 0.65% 14
2023
Q2 		$1.01M Buy
3,853
+13
+0.3% +$2.6K 0.59% 15
2023
Q1 		$797K Buy
3,840
+5
+0.1% +$872 0.49% 16
2022
Q4 		$472K Buy
3,835
+77
+2% +$14.6K 0.27% 19
2022
Q3 		$997K Buy
3,758
+227
+6% +$63.4K 0.63% 15
2022
Q2 		$793K Buy
3,531
+12
+0.3% +$3.28K 0.49% 14
2022
Q1 		$1.26M Buy
3,519
+150
+4% +$46.7K 0.74% 15
2021
Q4 		$1.19M Sell
3,369
-45
-1% -$15.1K 0.53% 16
2021
Q3 		$882K Buy
3,414
+225
+7% +$53K 0.54% 16
2021
Q2 		$723K Sell
3,189
-54
-2% -$11.7K 0.44% 17
2021
Q1 		$722K Buy
3,243
+63
+2% +$15.8K 0.46% 16
2020
Q4 		$748K Buy
3,180
+1,248
+65% +$213K 0.45% 17
2020
Q3 		$276K Buy
+1,932
New +$228K 0.21% 17

Other funds holding TSLA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Searcy Financial Services's TSLA Position: Q3 2026 in Review

Searcy Financial Services held its Tesla (TSLA) position steady in Q3 2026 at 4,752 shares worth $1.69M. The position accounts for 0.6% of the portfolio, ranked #16.

Searcy Financial Services first reported a position in TSLA in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.14M in Q4 2025. 2,608 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Searcy Financial Services held 4,752 shares of Tesla worth $1.69M as of Q3 2026.
  • Searcy Financial Services left its Tesla share count unchanged in Q3 2026.
  • Tesla made up 0.6% of Searcy Financial Services's portfolio in Q3 2026, its #16 holding.
  • Searcy Financial Services first reported a position in Tesla in Q3 2020 and has held it in 25 quarters since.
  • Searcy Financial Services's Tesla position peaked at $2.14M in Q4 2025.
  • 2,608 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Searcy Financial Services's 13F filing for Q3 2026, filed 7 Oct 2026.