Global Retirement Partners’s Dun & Bradstreet DNB Stock Holding History

Global Retirement Partners’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	-90	Closed	-$817	–	3911
2025 Q2	$817	Buy	+90	New	+$806	﹤0.01%	3492
2024 Q4	$3.84K	Buy	308 +305	+10,167%	+$3.65K	﹤0.01%	2808
2024 Q3	$35	Hold	3	–	–	﹤0.01%	3457
2024 Q2	$28	Buy	+3	New	+$29	﹤0.01%	3508
2023 Q4	–	Sell	-65	Closed	-$633	–	3387
2023 Q3	$633	Sell	65 -55	-46%	-$608	﹤0.01%	2894
2023 Q2	$1.39K	Buy	+120	New	+$1.31K	﹤0.01%	2677

Other funds holding DNB

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Global Retirement Partners's DNB Position: Q3 2025 in Review

Global Retirement Partners sold out of Dun & Bradstreet (DNB) in Q3 2025, closing a stake of 90 shares — an estimated $817 sold.

Global Retirement Partners first reported a position in DNB in Q2 2023 and held it in 6 quarters. The position peaked at $3.84K in Q4 2024. 2 funds tracked by Wall St. Rank hold DNB as of Q3 2025.

Global Retirement Partners reported no remaining Dun & Bradstreet position as of Q3 2025 after selling out during the quarter.
Global Retirement Partners sold 90 Dun & Bradstreet shares in Q3 2025, an estimated $817.
Global Retirement Partners first reported a position in Dun & Bradstreet in Q2 2023 and held it in 6 quarters.
Global Retirement Partners's Dun & Bradstreet position peaked at $3.84K in Q4 2024.
2 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.