Corient Private Wealth
DNB

Corient Private Wealth’s Dun & Bradstreet DNB Stock Holding History

Corient Private Wealth’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
-24,874
Closed -$226K – 2590
2025
Q2 		$226K Buy
24,874
+8,617
+53% +$77.2K ﹤0.01% 2161
2025
Q1 		$145K Buy
+16,257
New +$166K ﹤0.01% 2121

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

Corient Private Wealth's DNB Position: Q3 2025 in Review

Corient Private Wealth sold out of Dun & Bradstreet (DNB) in Q3 2025, closing a stake of 24,874 shares — an estimated $226K sold.

Corient Private Wealth first reported a position in DNB in Q1 2025 and held it in 2 quarters. The position peaked at $226K in Q2 2025. 2 funds tracked by Wall St. Rank hold DNB as of Q3 2025.

  • Corient Private Wealth reported no remaining Dun & Bradstreet position as of Q3 2025 after selling out during the quarter.
  • Corient Private Wealth sold 24,874 Dun & Bradstreet shares in Q3 2025, an estimated $226K.
  • Corient Private Wealth first reported a position in Dun & Bradstreet in Q1 2025 and held it in 2 quarters.
  • Corient Private Wealth's Dun & Bradstreet position peaked at $226K in Q2 2025.
  • 2 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q3 2025.

Based on Corient Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.