Symphony Financial Services
TSLA icon

Symphony Financial Services’s Tesla TSLA Stock Holding History

Symphony Financial Services’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
Q3 		$332K Buy
935
+20
+2% +$7.16K 0.14% 76
2026
Q2 		$385K Buy
915
+19
+2% +$7.56K 0.17% 65
2026
Q1 		$333K Hold
896
– – 0.17% 72
2025
Q4 		$403K Sell
896
-6
-0.7% -$2.66K 0.21% 61
2025
Q3 		$401K Hold
902
– – 0.22% 57
2025
Q2 		$301K Sell
902
-50
-5% -$15.1K 0.18% 60
2025
Q1 		$247K Buy
952
+318
+50% +$106K 0.16% 66
2024
Q4 		$283K Sell
634
-1,025
-62% -$330K 0.23% 55
2024
Q3 		$166K Buy
1,659
+975
+143% +$222K 0.14% 76
2024
Q2 		$432K Buy
+684
New +$120K 0.37% 48

Other funds holding TSLA

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Symphony Financial Services's TSLA Position: Q3 2026 in Review

Symphony Financial Services increased its Tesla (TSLA) stake by 2.2% in Q3 2026, buying an estimated $7.16K and bringing the position to 935 shares worth $332K. The position accounts for 0.14% of the portfolio, ranked #76.

Symphony Financial Services first reported a position in TSLA in Q2 2024 and has held it in 10 quarters since. The position peaked at $432K in Q2 2024. 3,336 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Symphony Financial Services held 935 shares of Tesla worth $332K as of Q3 2026.
  • Symphony Financial Services bought 20 Tesla shares in Q3 2026, an estimated $7.16K.
  • Tesla made up 0.14% of Symphony Financial Services's portfolio in Q3 2026, its #76 holding.
  • Symphony Financial Services first reported a position in Tesla in Q2 2024 and has held it in 10 quarters since.
  • Symphony Financial Services's Tesla position peaked at $432K in Q2 2024.
  • 3,336 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Symphony Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.