UFPG
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United Financial Planning Group’s Trump Media & Technology Group DJT Stock Holding History

United Financial Planning 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
Q2 		$735 Hold
95
– – ﹤0.01% 454
2026
Q1 		$882 Hold
95
– – ﹤0.01% 443
2025
Q4 		$1.26K Hold
95
– – ﹤0.01% 354
2025
Q3 		$1.56K Buy
+95
New +$1.69K ﹤0.01% 194

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 $3.37T AUM 44.26% 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
CS
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

United Financial Planning Group's DJT Position: Q2 2026 in Review

United Financial Planning Group held its Trump Media & Technology Group (DJT) position steady in Q2 2026 at 95 shares worth $735. The position accounts for ﹤0.01% of the portfolio, ranked #454.

United Financial Planning Group first reported a position in DJT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.56K in Q3 2025. 327 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • United Financial Planning Group held 95 shares of Trump Media & Technology Group worth $735 as of Q2 2026.
  • United Financial Planning Group left its Trump Media & Technology Group share count unchanged in Q2 2026.
  • Trump Media & Technology Group made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #454 holding.
  • United Financial Planning Group first reported a position in Trump Media & Technology Group in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Trump Media & Technology Group position peaked at $1.56K in Q3 2025.
  • 327 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.