EWA
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EverSource Wealth Advisors’s DigitalBridge DBRG Stock Holding History

EverSource Wealth 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 		$7.64K Sell
484
-770
-61% -$12K ﹤0.01% 3064
2026
Q1 		$19.3K Buy
1,254
+272
+28% +$4.19K ﹤0.01% 2523
2025
Q4 		$15.1K Buy
982
+63
+7% +$757 ﹤0.01% 2571
2025
Q3 		$10.8K Buy
919
+126
+16% +$1.41K ﹤0.01% 2784
2025
Q2 		$8.21K Sell
793
-13
-2% -$124 ﹤0.01% 2939
2025
Q1 		$7.11K Buy
806
+89
+12% +$935 ﹤0.01% 2312
2024
Q4 		$8.09K Sell
717
-34
-5% -$457 ﹤0.01% 2109
2024
Q3 		$10.6K Hold
751
– – ﹤0.01% 1829
2024
Q2 		$10.6K Sell
751
-53
-7% -$799 ﹤0.01% 1827
2024
Q1 		$13.2K Buy
804
+710
+755% +$13.4K ﹤0.01% 1558
2023
Q4 		$1.65K Hold
94
– – ﹤0.01% 2230
2023
Q3 		$1.65K Hold
94
– – ﹤0.01% 2070
2023
Q2 		$1.38K Sell
94
-189
-67% -$2.32K ﹤0.01% 2122
2023
Q1 		$3.39K Sell
283
-418
-60% -$5.25K ﹤0.01% 1765
2022
Q4 		$7.67K Buy
701
+649
+1,248% +$8.43K ﹤0.01% 1432
2022
Q3 		$1K Buy
+52
New +$1K ﹤0.01% 1797

Other funds holding DBRG

BlackRock
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
KC
Kryger Capital London, United Kingdom $1.75B AUM 102.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EverSource Wealth Advisors's DBRG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its DigitalBridge (DBRG) stake by 61% in Q2 2026, selling an estimated $12K and leaving 484 shares worth $7.64K. The position accounts for ﹤0.01% of the portfolio, ranked #3064.

EverSource Wealth Advisors first reported a position in DBRG in Q3 2022 and has held it in 16 quarters since. The position peaked at $19.3K in Q1 2026. 287 funds tracked by Wall St. Rank hold DBRG as of Q2 2026.

  • EverSource Wealth Advisors held 484 shares of DigitalBridge worth $7.64K as of Q2 2026.
  • EverSource Wealth Advisors sold 770 DigitalBridge shares in Q2 2026, an estimated $12K.
  • DigitalBridge made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3064 holding.
  • EverSource Wealth Advisors first reported a position in DigitalBridge in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's DigitalBridge position peaked at $19.3K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held DigitalBridge as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.