Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionFinancial Partners Group, Inc
Latest Disclosed Ownership4,055 shares
Latest Disclosed Value $ 1,507,448
Financial Partners Group, Inc reports 1.50% increase in ownership of TSLA / Tesla, Inc.

On April 10, 2026 - Financial Partners Group, Inc filed a 13F-HR form disclosing ownership of 4,055 shares of Tesla, Inc. (CH:TSLA) valued at $1,507,448 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 3,995 shares of Tesla, Inc.. This represents a change in shares of 1.50% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-10 2026-03-31 13F TESLA COM 88160R101 4,055 60 1.50 1,507 -12.33 0.1803
2026-02-03 2025-12-31 13F TESLA COM 88160R101 3,995 130 3.36 1,719 0.06 0.1988
2025-10-17 2025-09-30 13F TESLA COM 88160R101 3,865 -387 -9.10 1,719 27.26 0.2141
2025-07-15 2025-06-30 13F TESLA COM 88160R101 4,252 547 14.76 1,351 40.63 0.1868
2025-05-06 2025-03-31 13F TESLA COM 88160R101 3,705 -339 -8.38 960 -41.21 0.1482
2025-01-24 2024-12-31 13F TESLA COM 88160R101 4,044 151 3.88 1,633 60.41 0.2383
2024-10-30 2024-09-30 13F TESLA COM 88160R101 3,893 -464 -10.65 1,018 18.10 0.1507
2024-07-19 2024-06-30 13F TESLA COM 88160R101 4,357 -658 -13.12 862 -2.16 0.1361
2024-05-07 2024-03-31 13F TESLA COM 88160R101 5,015 498 11.03 882 -21.48 0.1406
2024-02-09 2023-12-31 13F TESLA COM 88160R101 4,517 232 5.41 1,122 24.81 0.2012
2023-11-13 2023-09-30 13F TESLA COM 88160R101 4,285 1,331 45.06 900 20.03 0.1855
2023-08-08 2023-06-30 13F TESLA COM 88160R101 2,954 820 38.43 750 69.46 0.1518
2023-05-12 2023-03-31 13F TESLA COM 88160R101 2,134 70 3.39 443 10.22 0.0985
2023-02-14 2022-12-31 13F TESLA COM 88160R101 2,064 673 48.38 402 8.67 0.0883
2022-11-14 2022-09-30 13F TESLA COM 88160R101 1,391 898 182.15 369 11.14 0.0972
2022-08-12 2022-06-30 13F TESLA COM 88160R101 493 139 39.27 332 -12.86 0.0833
2022-04-29 2022-03-31 13F TESLA COM 88160R101 354 17 5.04 381 20.57 0.0824
2022-02-10 2021-12-31 13F TESLA COM 88160R101 337 -109 -24.44 316 -8.67 0.0690
2021-11-05 2021-09-30 13F TESLA COM 88160R101 446 18 4.21 346 18.90 0.0815
2021-08-13 2021-06-30 13F TESLA COM 88160R101 428 51 13.53 291 15.48 0.0749
2021-05-04 2021-03-31 13F TESLA COM 88160R101 377 12 3.29 252 -18.18 0.0715
2021-02-16 2020-12-31 13F TESLA COM 88160R101 365 -143 -28.15 308 41.28 0.0922
2020-11-13 2020-09-30 13F TESLA COM 88160R101 508 508 218 0.0749
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.