EWA
DNB

EverSource Wealth Advisors’s Dun & Bradstreet DNB Stock Holding History

EverSource Wealth Advisors’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
-6,037
Closed -$54.9K – 4359
2025
Q2 		$54.9K Buy
6,037
+5,414
+869% +$48.5K ﹤0.01% 1560
2025
Q1 		$5.57K Sell
623
-1,658
-73% -$17K ﹤0.01% 2443
2024
Q4 		$28.4K Sell
2,281
-373
-14% -$4.46K ﹤0.01% 1449
2024
Q3 		$30.5K Buy
2,654
+121
+5% +$1.34K ﹤0.01% 1276
2024
Q2 		$27.6K Buy
2,533
+914
+56% +$8.8K ﹤0.01% 1357
2024
Q1 		$14.7K Buy
1,619
+11
+0.7% +$120 ﹤0.01% 1508
2023
Q4 		$18.8K Buy
1,608
+365
+29% +$3.72K ﹤0.01% 1259
2023
Q3 		$12.4K Sell
1,243
-116
-9% -$1.28K ﹤0.01% 1335
2023
Q2 		$15.7K Buy
1,359
+251
+23% +$2.73K ﹤0.01% 1239
2023
Q1 		$13K Buy
1,108
+67
+6% +$849 ﹤0.01% 1260
2022
Q4 		$12.8K Buy
+1,041
New +$13.4K ﹤0.01% 1236
2022
Q1 		– Sell
-289
Closed -$6K – 1743
2021
Q4 		$6K Buy
+289
New +$5.5K ﹤0.01% 1173

Other funds holding DNB

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors's DNB Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Dun & Bradstreet (DNB) in Q3 2025, closing a stake of 6,037 shares — an estimated $54.9K sold.

EverSource Wealth Advisors first reported a position in DNB in Q4 2021 and held it in 12 quarters. The position peaked at $54.9K in Q2 2025. 2 funds tracked by Wall St. Rank hold DNB as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining Dun & Bradstreet position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 6,037 Dun & Bradstreet shares in Q3 2025, an estimated $54.9K.
  • EverSource Wealth Advisors first reported a position in Dun & Bradstreet in Q4 2021 and held it in 12 quarters.
  • EverSource Wealth Advisors's Dun & Bradstreet position peaked at $54.9K in Q2 2025.
  • 2 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.