Summit Trail Advisors
DJT icon

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

Summit Trail 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 		$293K Buy
+37,883
New +$333K ﹤0.01% 1341
2025
Q2 		– Sell
-15,491
Closed -$303K – 1148
2025
Q1 		$303K Buy
+15,491
New +$435K 0.01% 325

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 $3.38T AUM 44.17% 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
Clear Street
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

Summit Trail Advisors's DJT Position: Q2 2026 in Review

Summit Trail Advisors opened a new position in Trump Media & Technology Group (DJT) in Q2 2026: 37,883 shares worth $293K. The stake represents ﹤0.01% of the portfolio and ranks #1341 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in DJT as recently as Q1 2025.

Summit Trail Advisors first reported a position in DJT in Q1 2025 and has held it in 2 quarters since. The position peaked at $303K in Q1 2025. 328 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • Summit Trail Advisors held 37,883 shares of Trump Media & Technology Group worth $293K as of Q2 2026.
  • Trump Media & Technology Group was a new Summit Trail Advisors position in Q2 2026.
  • Trump Media & Technology Group made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1341 holding.
  • Summit Trail Advisors first reported a position in Trump Media & Technology Group in Q1 2025 and has held it in 2 quarters since.
  • Summit Trail Advisors's Trump Media & Technology Group position peaked at $303K in Q1 2025.
  • 328 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.