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Trinity Financial Advisors’s Amazon AMZN Stock Holding History

Trinity Financial Advisors’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.15M Sell
13,220
-27
-0.2% -$6.78K 0.81% 25
2026
Q1 		$2.76M Buy
13,247
+5
+0% +$1.1K 0.79% 25
2025
Q4 		$3.06M Sell
13,242
-882
-6% -$202K 0.85% 24
2025
Q3 		$3.1M Sell
14,124
-198
-1% -$44.8K 0.9% 24
2025
Q2 		$3.14M Buy
14,322
+7,534
+111% +$1.49M 0.96% 24
2025
Q1 		$1.21M Buy
6,788
+3,015
+80% +$654K 0.44% 32
2024
Q4 		$831K Buy
3,773
+147
+4% +$30.1K 0.32% 33
2024
Q3 		$682K Buy
3,626
+90
+3% +$16.4K 0.31% 36
2024
Q2 		$683K Buy
3,536
+478
+16% +$87.8K 0.31% 35
2024
Q1 		$552K Sell
3,058
-5
-0.2% -$835 0.25% 38
2023
Q4 		$465K Sell
3,063
-793
-21% -$111K 0.23% 41
2023
Q3 		$490K Sell
3,856
-394
-9% -$52.8K 0.26% 37
2023
Q2 		$554K Buy
+4,250
New +$485K 0.3% 33
2023
Q1 		– Sell
-2,605
Closed -$219K – 70
2022
Q4 		$219K Buy
2,605
+195
+8% +$19.3K 0.14% 60
2022
Q3 		$272K Buy
+2,410
New +$305K 0.2% 53
2022
Q2 		– Sell
-2,400
Closed -$391K – 27
2022
Q1 		$391K Sell
2,400
-300
-11% -$46.4K 0.24% 39
2021
Q4 		$450K Buy
2,700
+1,460
+118% +$250K 0.27% 35
2021
Q3 		$204K Sell
1,240
-320
-21% -$55.2K 0.14% 51
2021
Q2 		$268K Sell
1,560
-800
-34% -$133K 0.19% 44
2021
Q1 		$365K Buy
2,360
+500
+27% +$79.3K 0.28% 32
2020
Q4 		$303K Buy
+1,860
New +$297K 0.27% 42

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Trinity Financial Advisors's AMZN Position: Q2 2026 in Review

Trinity Financial Advisors reduced its Amazon (AMZN) stake by 0.2% in Q2 2026, selling an estimated $6.78K and leaving 13,220 shares worth $3.15M. The position accounts for 0.81% of the portfolio, ranked #25.

Trinity Financial Advisors first reported a position in AMZN in Q4 2020 and has held it in 21 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Trinity Financial Advisors held 13,220 shares of Amazon worth $3.15M as of Q2 2026.
  • Trinity Financial Advisors sold 27 Amazon shares in Q2 2026, an estimated $6.78K.
  • Amazon made up 0.81% of Trinity Financial Advisors's portfolio in Q2 2026, its #25 holding.
  • Trinity Financial Advisors first reported a position in Amazon in Q4 2020 and has held it in 21 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.