CWM
DNB

Congress Wealth Management’s Dun & Bradstreet DNB Stock Holding History

Congress Wealth Management’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
Q2 		$99.5K Sell
10,950
-18,456
-63% -$165K ﹤0.01% 1164
2025
Q1 		$263K Buy
29,406
+1,406
+5% +$14.4K ﹤0.01% 966
2024
Q4 		$349K Buy
+28,000
New +$335K ﹤0.01% 729

Other funds holding DNB

CH
Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return

Congress Wealth Management's DNB Position: Q2 2025 in Review

Congress Wealth Management reduced its Dun & Bradstreet (DNB) stake by 63% in Q2 2025, selling an estimated $165K and leaving 10,950 shares worth $99.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Congress Wealth Management first reported a position in DNB in Q4 2024 and has held it in 3 quarters since. The position peaked at $349K in Q4 2024. 276 funds tracked by Wall St. Rank hold DNB as of Q2 2025.

  • Congress Wealth Management held 10,950 shares of Dun & Bradstreet worth $99.5K as of Q2 2025.
  • Congress Wealth Management sold 18,456 Dun & Bradstreet shares in Q2 2025, an estimated $165K.
  • Dun & Bradstreet made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1164 holding.
  • Congress Wealth Management first reported a position in Dun & Bradstreet in Q4 2024 and has held it in 3 quarters since.
  • Congress Wealth Management's Dun & Bradstreet position peaked at $349K in Q4 2024.
  • 276 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.