Avantax Advisory Services’s DigitalBridge DBRG Stock Holding History

Avantax Advisory Services’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	$130K	Sell	12,558 -7,696	-38%	-$73.4K	﹤0.01%	2263
2025 Q1	$179K	Sell	20,254 -446	-2%	-$4.69K	﹤0.01%	2119
2024 Q4	$233K	Buy	20,700 +72	+0.3%	+$968	﹤0.01%	1954
2024 Q3	$291K	Buy	+20,628	New	+$274K	﹤0.01%	1773
2021 Q3	–	Sell	-3,266	Closed	-$104K	–	1196
2021 Q2	$104K	Sell	3,266 -109	-3%	-$3.12K	﹤0.01%	1112
2021 Q1	$88K	Buy	+3,375	New	+$76K	﹤0.01%	1006
2020 Q4	–	Sell	-2,586	Closed	-$29K	–	1025
2020 Q3	$29K	Buy	+2,586	New	+$25K	﹤0.01%	1351

Other funds holding DBRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wafra Inc New York $5.95M AUM 6.19% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Avantax Advisory Services's DBRG Position: Q2 2025 in Review

Avantax Advisory Services reduced its DigitalBridge (DBRG) stake by 38% in Q2 2025, selling an estimated $73.4K and leaving 12,558 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #2263.

Avantax Advisory Services first reported a position in DBRG in Q3 2020 and has held it in 7 quarters since. The position peaked at $291K in Q3 2024. 316 funds tracked by Wall St. Rank hold DBRG as of Q2 2025.

Avantax Advisory Services held 12,558 shares of DigitalBridge worth $130K as of Q2 2025.
Avantax Advisory Services sold 7,696 DigitalBridge shares in Q2 2025, an estimated $73.4K.
DigitalBridge made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2263 holding.
Avantax Advisory Services first reported a position in DigitalBridge in Q3 2020 and has held it in 7 quarters since.
Avantax Advisory Services's DigitalBridge position peaked at $291K in Q3 2024.
316 funds tracked by Wall St. Rank held DigitalBridge as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.