GFPC
DV icon

Global Financial Private Client’s DoubleVerify DV Stock Holding History

Global Financial Private Client’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4
Closed -$53 – 604
2025
Q1 		$53 Buy
4
+2
+100% +$37 ﹤0.01% 1645
2024
Q4 		$38 Buy
+2
New +$38 ﹤0.01% 1613

Other funds holding DV

PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Global Financial Private Client's DV Position: Q2 2025 in Review

Global Financial Private Client sold out of DoubleVerify (DV) in Q2 2025, closing a stake of 4 shares — an estimated $53 sold.

Global Financial Private Client first reported a position in DV in Q4 2024 and held it in 2 quarters. The position peaked at $53 in Q1 2025. 316 funds tracked by Wall St. Rank hold DV as of Q2 2025.

  • Global Financial Private Client reported no remaining DoubleVerify position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 4 DoubleVerify shares in Q2 2025, an estimated $53.
  • Global Financial Private Client first reported a position in DoubleVerify in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's DoubleVerify position peaked at $53 in Q1 2025.
  • 316 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.