JWA
DNB

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

JFS 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
-21
Closed -$191 – 1917
2025
Q2 		$191 Sell
21
-70
-77% -$627 ﹤0.01% 1783
2025
Q1 		$814 Sell
91
-165
-64% -$1.69K ﹤0.01% 1686
2024
Q4 		$3.19K Buy
256
+33
+15% +$395 ﹤0.01% 1296
2024
Q3 		$2.57K Buy
223
+65
+41% +$722 ﹤0.01% 1383
2024
Q2 		$1.46K Buy
158
+63
+66% +$606 ﹤0.01% 1552
2024
Q1 		$954 Buy
95
+50
+111% +$546 ﹤0.01% 1673
2023
Q4 		$527 Sell
45
-106
-70% -$1.08K ﹤0.01% 1794
2023
Q3 		$1.51K Buy
151
+67
+80% +$740 ﹤0.01% 1467
2023
Q2 		$972 Sell
84
-8
-9% -$87 ﹤0.01% 1616
2023
Q1 		$1.08K Buy
92
+41
+80% +$520 ﹤0.01% 1561
2022
Q4 		$625 Buy
51
+33
+183% +$423 ﹤0.01% 1699
2022
Q3 		$0 Buy
+18
New +$267 ﹤0.01% 1783

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

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

JFS Wealth Advisors sold out of Dun & Bradstreet (DNB) in Q3 2025, closing a stake of 21 shares — an estimated $191 sold.

JFS Wealth Advisors first reported a position in DNB in Q3 2022 and held it in 12 quarters. The position peaked at $3.19K in Q4 2024. 2 funds tracked by Wall St. Rank hold DNB as of Q3 2025.

  • JFS Wealth Advisors reported no remaining Dun & Bradstreet position as of Q3 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 21 Dun & Bradstreet shares in Q3 2025, an estimated $191.
  • JFS Wealth Advisors first reported a position in Dun & Bradstreet in Q3 2022 and held it in 12 quarters.
  • JFS Wealth Advisors's Dun & Bradstreet position peaked at $3.19K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q3 2025.

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