IMA Advisory Services’s Dun & Bradstreet DNB Stock Holding History

IMA Advisory Services’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	-1,936	Closed	-$17.6K	–	555
2025 Q2	$17.6K	Hold	1,936	–	–	﹤0.01%	290
2025 Q1	$17.3K	Buy	+1,936	New	+$19.8K	﹤0.01%	290
2024 Q4	–	Sell	-1,987	Closed	-$22.9K	–	206
2024 Q3	$22.9K	Buy	+1,987	New	+$22.1K	0.01%	217

Other funds holding DNB

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

IMA Advisory Services's DNB Position: Q3 2025 in Review

IMA Advisory Services sold out of Dun & Bradstreet (DNB) in Q3 2025, closing a stake of 1,936 shares — an estimated $17.6K sold.

IMA Advisory Services first reported a position in DNB in Q3 2024 and held it in 3 quarters. The position peaked at $22.9K in Q3 2024. 2 funds tracked by Wall St. Rank hold DNB as of Q3 2025.

IMA Advisory Services reported no remaining Dun & Bradstreet position as of Q3 2025 after selling out during the quarter.
IMA Advisory Services sold 1,936 Dun & Bradstreet shares in Q3 2025, an estimated $17.6K.
IMA Advisory Services first reported a position in Dun & Bradstreet in Q3 2024 and held it in 3 quarters.
IMA Advisory Services's Dun & Bradstreet position peaked at $22.9K in Q3 2024.
2 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q3 2025.

Based on IMA Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.