JFS Wealth Advisors’s DigitalBridge DBRG Stock Holding History

JFS 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	$222	Hold	14	–	–	﹤0.01%	2133
2026 Q1	$217	Hold	14	–	–	﹤0.01%	1820
2025 Q4	$215	Buy	+14	New	+$168	﹤0.01%	1863
2025 Q1	–	Sell	-2	Closed	-$23	–	1948
2024 Q4	$23	Sell	2 -6	-75%	-$81	﹤0.01%	1923
2024 Q3	$114	Sell	8 -14	-64%	-$186	﹤0.01%	1896
2024 Q2	$302	Buy	22 +15	+214%	+$226	﹤0.01%	1865
2024 Q1	$135	Sell	7 -1	-13%	-$19	﹤0.01%	1925
2023 Q4	$141	Buy	+8	New	+$132	﹤0.01%	1934

Other funds holding DBRG

Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return