Trinity Financial Advisors
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Trinity Financial Advisors’s Tesla TSLA Stock Holding History

Trinity Financial Advisors’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 		$415K Sell
1,168
-25
-2% -$8.95K 0.11% 63
2026
Q2 		$502K Buy
1,193
+21
+2% +$8.35K 0.13% 59
2026
Q1 		$436K Buy
1,172
+68
+6% +$28K 0.12% 62
2025
Q4 		$496K Sell
1,104
-115
-9% -$51K 0.14% 55
2025
Q3 		$542K Hold
1,219
– – 0.16% 53
2025
Q2 		$387K Buy
1,219
+1
+0.1% +$301 0.12% 65
2025
Q1 		$326K Sell
1,218
-54
-4% -$18K 0.12% 63
2024
Q4 		$482K Buy
1,272
+253
+25% +$81.4K 0.18% 44
2024
Q3 		$253K Buy
+1,019
New +$232K 0.11% 71
2023
Q3 		– Sell
-831
Closed -$218K – 81
2023
Q2 		$218K Buy
+831
New +$166K 0.12% 74
2022
Q2 		– Sell
-633
Closed -$227K – 56
2022
Q1 		$227K Hold
633
– – 0.14% 60
2021
Q4 		$223K Buy
+633
New +$212K 0.13% 58
2021
Q1 		– Sell
-933
Closed -$219K – 54
2020
Q4 		$219K Buy
+933
New +$159K 0.2% 56

Other funds holding TSLA

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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Trinity Financial Advisors's TSLA Position: Q3 2026 in Review

Trinity Financial Advisors reduced its Tesla (TSLA) stake by 2.1% in Q3 2026, selling an estimated $8.95K and leaving 1,168 shares worth $415K. The position accounts for 0.11% of the portfolio, ranked #63.

Trinity Financial Advisors first reported a position in TSLA in Q4 2020 and has held it in 13 quarters since. The position peaked at $542K in Q3 2025. 2,608 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Trinity Financial Advisors held 1,168 shares of Tesla worth $415K as of Q3 2026.
  • Trinity Financial Advisors sold 25 Tesla shares in Q3 2026, an estimated $8.95K.
  • Tesla made up 0.11% of Trinity Financial Advisors's portfolio in Q3 2026, its #63 holding.
  • Trinity Financial Advisors first reported a position in Tesla in Q4 2020 and has held it in 13 quarters since.
  • Trinity Financial Advisors's Tesla position peaked at $542K in Q3 2025.
  • 2,608 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.