Clearstead Advisors’s DigitalBridge DBRG Stock Holding History

Clearstead Advisors’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
2026 Q2	$238	Buy	+15	New	+$235	﹤0.01%	3149
2025 Q4	–	Sell	-771	Closed	-$9.02K	–	2874
2025 Q3	$9.02K	Hold	771	–	–	﹤0.01%	1957
2025 Q2	$7.98K	Buy	+771	New	+$7.35K	﹤0.01%	1962
2024 Q3	–	Sell	-97	Closed	-$1.33K	–	2055
2024 Q2	$1.33K	Buy	+97	New	+$1.46K	﹤0.01%	1870
2023 Q3	–	Sell	-115	Closed	-$1.7K	–	1488
2023 Q2	$1.7K	Hold	115	–	–	﹤0.01%	1187
2023 Q1	$1.38K	Hold	115	–	–	﹤0.01%	1194
2022 Q4	$1.26K	Hold	115	–	–	﹤0.01%	1145
2022 Q3	$1K	Hold	115	–	–	﹤0.01%	1136
2022 Q2	$2K	Buy	115 +25	+28%	+$610	﹤0.01%	1101
2022 Q1	$3K	Buy	+90	New	+$2.62K	﹤0.01%	1143

Other funds holding DBRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Kryger Capital London, United Kingdom $1.75B AUM 102.57% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clearstead Advisors's DBRG Position: Q2 2026 in Review

Clearstead Advisors opened a new position in DigitalBridge (DBRG) in Q2 2026: 15 shares worth $238. The stake represents ﹤0.01% of the portfolio and ranks #3149 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in DBRG as recently as Q3 2025.

Clearstead Advisors first reported a position in DBRG in Q1 2022 and has held it in 10 quarters since. The position peaked at $9.02K in Q3 2025. 287 funds tracked by Wall St. Rank hold DBRG as of Q2 2026.

Clearstead Advisors held 15 shares of DigitalBridge worth $238 as of Q2 2026.
DigitalBridge was a new Clearstead Advisors position in Q2 2026.
DigitalBridge made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3149 holding.
Clearstead Advisors first reported a position in DigitalBridge in Q1 2022 and has held it in 10 quarters since.
Clearstead Advisors's DigitalBridge position peaked at $9.02K in Q3 2025.
287 funds tracked by Wall St. Rank held DigitalBridge as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.