Estate Planners Group’s Designer Brands DBI Stock Holding History

Estate Planners Group’s Portfolio DBI Stock Details DBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-95	Closed	-$706	–	146
2025 Q4	$706	Buy	+95	New	+$457	﹤0.01%	425

Other funds holding DBI

SHCM

Stone House Capital Management Bay Harbor Islands, Florida $88.5M AUM 149.16% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Estate Planners Group's DBI Position: Q1 2026 in Review

Estate Planners Group sold out of Designer Brands (DBI) in Q1 2026, closing a stake of 95 shares — an estimated $706 sold.

Estate Planners Group first reported a position in DBI in Q4 2025 and held it in 1 quarter. The position peaked at $706 in Q4 2025. 137 funds tracked by Wall St. Rank hold DBI as of Q1 2026.

Estate Planners Group reported no remaining Designer Brands position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 95 Designer Brands shares in Q1 2026, an estimated $706.
Estate Planners Group first reported a position in Designer Brands in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Designer Brands position peaked at $706 in Q4 2025.
137 funds tracked by Wall St. Rank held Designer Brands as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.