SWA
DJT icon

SOA Wealth Advisors’s Trump Media & Technology Group DJT Stock Holding History

SOA Wealth Advisors’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
Q2 		$774 Hold
100
– – ﹤0.01% 814
2026
Q1 		$928 Hold
100
– – ﹤0.01% 752
2025
Q4 		$1.32K Hold
100
– – ﹤0.01% 739
2025
Q3 		$1.64K Hold
100
– – ﹤0.01% 736
2025
Q2 		$1.8K Hold
100
– – ﹤0.01% 724
2025
Q1 		$1.95K Hold
100
– – ﹤0.01% 702
2024
Q4 		$3.41K Buy
+100
New +$3.18K ﹤0.01% 645

Other funds holding DJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SOA Wealth Advisors's DJT Position: Q2 2026 in Review

SOA Wealth Advisors held its Trump Media & Technology Group (DJT) position steady in Q2 2026 at 100 shares worth $774. The position accounts for ﹤0.01% of the portfolio, ranked #814.

SOA Wealth Advisors first reported a position in DJT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.41K in Q4 2024. 327 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • SOA Wealth Advisors held 100 shares of Trump Media & Technology Group worth $774 as of Q2 2026.
  • SOA Wealth Advisors left its Trump Media & Technology Group share count unchanged in Q2 2026.
  • Trump Media & Technology Group made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #814 holding.
  • SOA Wealth Advisors first reported a position in Trump Media & Technology Group in Q4 2024 and has held it in 7 quarters since.
  • SOA Wealth Advisors's Trump Media & Technology Group position peaked at $3.41K in Q4 2024.
  • 327 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.