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Atria Wealth Solutions’s DigitalBridge DBRG Stock Holding History

Atria Wealth Solutions’s Portfolio DBRG Stock Details DBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-32,070
Closed -$283K – 1545
2025
Q1 		$283K Sell
32,070
-2,801
-8% -$29.4K ﹤0.01% 1502
2024
Q4 		$393K Sell
34,871
-4,399
-11% -$59.1K ﹤0.01% 1393
2024
Q3 		$555K Sell
39,270
-558
-1% -$7.4K 0.01% 1197
2024
Q2 		$546K Sell
39,828
-8,889
-18% -$134K 0.01% 1202
2024
Q1 		$939K Buy
48,717
+648
+1% +$12.2K 0.01% 936
2023
Q4 		$843K Sell
48,069
-2,784
-5% -$45.8K 0.01% 941
2023
Q3 		$894K Sell
50,853
-2,750
-5% -$45.4K 0.01% 865
2023
Q2 		$789K Buy
53,603
+492
+0.9% +$6.04K 0.01% 951
2023
Q1 		$637K Sell
53,111
-425
-0.8% -$5.34K 0.01% 1003
2022
Q4 		$586K Sell
53,536
-8,174
-13% -$106K 0.01% 997
2022
Q3 		$772K Sell
61,710
-1,970
-3% -$37.9K 0.01% 820
2022
Q2 		$1.24M Sell
63,680
-1,602
-2% -$39.1K 0.02% 613
2022
Q1 		$1.88M Buy
+65,282
New +$1.9M 0.03% 501

Other funds holding DBRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WI
Wafra Inc New York $5.88M AUM 19.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Atria Wealth Solutions's DBRG Position: Q2 2025 in Review

Atria Wealth Solutions sold out of DigitalBridge (DBRG) in Q2 2025, closing a stake of 32,070 shares — an estimated $283K sold.

Atria Wealth Solutions first reported a position in DBRG in Q1 2022 and held it in 13 quarters. The position peaked at $1.88M in Q1 2022. 317 funds tracked by Wall St. Rank hold DBRG as of Q2 2025.

  • Atria Wealth Solutions reported no remaining DigitalBridge position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 32,070 DigitalBridge shares in Q2 2025, an estimated $283K.
  • Atria Wealth Solutions first reported a position in DigitalBridge in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's DigitalBridge position peaked at $1.88M in Q1 2022.
  • 317 funds tracked by Wall St. Rank held DigitalBridge as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.