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	-20,000	Closed	-$265K	–	1433
2025 Q4	$265K	Hold	20,000	–	–	0.03%	282
2025 Q3	$328K	Hold	20,000	–	–	0.07%	211
2025 Q2	$361K	Hold	20,000	–	–	0.07%	165
2025 Q1	$391K	Buy	+20,000	New	+$562K	0.06%	127
2024 Q2	–	Sell	-7,000	Closed	-$434K	–	830
2024 Q1	$434K	Buy	+7,000	New	+$272K	0.07%	102
2023 Q1	–	Sell	-11,000	Closed	-$165K	–	1372
2022 Q4	$165K	Sell	11,000 -2,000	-15%	-$39.1K	0.01%	516
2022 Q3	$219K	Buy	13,000 +3,000	+30%	+$79.1K	0.02%	408
2022 Q2	$242K	Hold	10,000	–	–	0.03%	274
2022 Q1	$645K	Hold	10,000	–	–	0.07%	199
2021 Q4	$514K	Buy	+10,000	New	+$452K	0.02%	366

Other funds holding DJT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

YAG

Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

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.