SevenBridge Financial Group’s Tesla TSLA Stock Holding History

SevenBridge Financial Group’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 Q1	$635K	Buy	1,639 +178	+12%	+$73.3K	0.1%	137
2025 Q4	$636K	Buy	1,461 +219	+18%	+$97.1K	0.1%	136
2025 Q3	$535K	Sell	1,242 -37	-3%	-$12.8K	0.09%	142
2025 Q2	$436K	Buy	1,279 +87	+7%	+$26.2K	0.08%	152
2025 Q1	$379K	Buy	1,192 +73	+7%	+$24.3K	0.07%	166
2024 Q4	$368K	Buy	1,119 +286	+34%	+$92K	0.07%	170
2024 Q3	$292K	Buy	+833	New	+$190K	0.06%	184
2024 Q1	–	Sell	-806	Closed	-$200K	–	207
2023 Q4	$200K	Hold	806	–	–	0.05%	185
2023 Q3	$202K	Buy	+806	New	+$207K	0.05%	177
2022 Q4	–	Sell	-831	Closed	-$220K	–	184
2022 Q3	$220K	Buy	+831	New	+$232K	0.07%	160
2022 Q2	–	Sell	-618	Closed	-$222K	–	161
2022 Q1	$222K	Buy	+618	New	+$192K	0.08%	145
2019 Q3	–	Sell	-1,215	Closed	-$18K	–	536
2019 Q2	$18K	Buy	+1,215	New	+$18.9K	0.01%	393
2016 Q3	–	Sell	-750	Closed	-$11K	–	674
2016 Q2	$11K	Buy	+750	New	+$11.4K	0.01%	504

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SevenBridge Financial Group's TSLA Position: Q1 2026 in Review

SevenBridge Financial Group increased its Tesla (TSLA) stake by 12% in Q1 2026, buying an estimated $73.3K and bringing the position to 1,639 shares worth $635K. The position accounts for 0.1% of the portfolio, ranked #137.

SevenBridge Financial Group first reported a position in TSLA in Q2 2016 and has held it in 13 quarters since. The position peaked at $636K in Q4 2025. 4,176 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

SevenBridge Financial Group held 1,639 shares of Tesla worth $635K as of Q1 2026.
SevenBridge Financial Group bought 178 Tesla shares in Q1 2026, an estimated $73.3K.
Tesla made up 0.1% of SevenBridge Financial Group's portfolio in Q1 2026, its #137 holding.
SevenBridge Financial Group first reported a position in Tesla in Q2 2016 and has held it in 13 quarters since.
SevenBridge Financial Group's Tesla position peaked at $636K in Q4 2025.
4,176 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.