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At close · Tue, Jul 28, 2026
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Financial firms have managed accounts tied to Trump's $858 million portfolio

CNBC Markets analysis cited multiple Wall Street and brokerage firms managing accounts worth at least $858 million.

A CNBC Markets analysis found that several financial institutions manage accounts connected to Donald Trump’s investment portfolio, with account values totaling at least $858 million.

The analysis listed firms including JPMorgan, Schwab, UBS, and Stephens Inc. as part of the network that managed those accounts.

The report said the figure reflects accounts worth at least $858 million, tied to how Trump’s investments were held and managed through accounts with these institutions.

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