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Summit Securities Group’s Trump Media & Technology Group DJT Stock Holding History

Summit Securities 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
-1
Closed -$13 – 1434
2025
Q4 		$13 Buy
+1
New +$14 ﹤0.01% 980
2025
Q3 		– Sell
-220
Closed -$3.9K – 1412
2025
Q2 		$3.97K Buy
+220
New +$4.79K ﹤0.01% 997
2025
Q1 		– Sell
-1,700
Closed -$47.7K – 1147
2024
Q4 		$58K Buy
1,700
+1,175
+224% +$37.4K 0.01% 273
2024
Q3 		$8K Sell
525
-1,175
-69% -$28.5K ﹤0.01% 401
2024
Q2 		$56K Sell
1,700
-9,200
-84% -$386K 0.01% 278
2024
Q1 		$675K Buy
10,900
+10,700
+5,350% +$415K 0.11% 81
2023
Q4 		$4K Hold
200
– – ﹤0.01% 586
2023
Q3 		$3K Sell
200
-100
-33% -$1.56K ﹤0.01% 503
2023
Q2 		$4K Sell
300
-100
-25% -$1.31K ﹤0.01% 829
2023
Q1 		$6K Sell
400
-5,139
-93% -$76.3K ﹤0.01% 705
2022
Q4 		$83K Buy
5,539
+4,500
+433% +$87.9K ﹤0.01% 632
2022
Q3 		$17K Sell
1,039
-700
-40% -$18.5K ﹤0.01% 749
2022
Q2 		$42K Buy
1,739
+1,400
+413% +$58.5K 0.01% 599
2022
Q1 		$22K Buy
+339
New +$25.5K ﹤0.01% 704

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 $3.37T AUM 44.26% 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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Summit Securities Group's DJT Position: Q1 2026 in Review

Summit Securities Group sold out of Trump Media & Technology Group (DJT) in Q1 2026, closing a stake of 1 share — an estimated $13 sold.

Summit Securities Group first reported a position in DJT in Q1 2022 and held it in 14 quarters. The position peaked at $675K in Q1 2024. 328 funds tracked by Wall St. Rank hold DJT as of Q1 2026.

  • Summit Securities Group reported no remaining Trump Media & Technology Group position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 1 Trump Media & Technology Group share in Q1 2026, an estimated $13.
  • Summit Securities Group first reported a position in Trump Media & Technology Group in Q1 2022 and held it in 14 quarters.
  • Summit Securities Group's Trump Media & Technology Group position peaked at $675K in Q1 2024.
  • 328 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.