CT
DNB

Clearstead Trust’s Dun & Bradstreet DNB Stock Holding History

Clearstead Trust’s Portfolio DNB Stock Details DNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-362
Closed -$3.29K – 1528
2025
Q2 		$3.29K Buy
362
+213
+143% +$1.91K ﹤0.01% 832
2025
Q1 		$1.33K Buy
+149
New +$1.52K ﹤0.01% 807

Other funds holding DNB

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Clearstead Trust's DNB Position: Q3 2025 in Review

Clearstead Trust sold out of Dun & Bradstreet (DNB) in Q3 2025, closing a stake of 362 shares — an estimated $3.29K sold.

Clearstead Trust first reported a position in DNB in Q1 2025 and held it in 2 quarters. The position peaked at $3.29K in Q2 2025. 2 funds tracked by Wall St. Rank hold DNB as of Q3 2025.

  • Clearstead Trust reported no remaining Dun & Bradstreet position as of Q3 2025 after selling out during the quarter.
  • Clearstead Trust sold 362 Dun & Bradstreet shares in Q3 2025, an estimated $3.29K.
  • Clearstead Trust first reported a position in Dun & Bradstreet in Q1 2025 and held it in 2 quarters.
  • Clearstead Trust's Dun & Bradstreet position peaked at $3.29K in Q2 2025.
  • 2 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q3 2025.

Based on Clearstead Trust's 13F filing for Q3 2025, filed 10 Nov 2025.