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Kingswood Wealth Advisors’s DigitalBridge DBRG Stock Holding History

Kingswood 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
Q1 		– Sell
-10,041
Closed -$154K – 939
2025
Q4 		$154K Sell
10,041
-1,157
-10% -$13.9K 0.01% 841
2025
Q3 		$131K Sell
11,198
-5,285
-32% -$59K 0.01% 777
2025
Q2 		$171K Buy
16,483
+2,227
+16% +$21.2K 0.01% 716
2025
Q1 		$126K Sell
14,256
-3,602
-20% -$37.9K 0.01% 698
2024
Q4 		$201K Buy
+17,858
New +$240K 0.02% 736
2024
Q2 		– Sell
-11,213
Closed -$216K – 670
2024
Q1 		$216K Buy
+11,213
New +$211K 0.02% 563

Other funds holding DBRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KC
Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kingswood Wealth Advisors's DBRG Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of DigitalBridge (DBRG) in Q1 2026, closing a stake of 10,041 shares — an estimated $154K sold.

Kingswood Wealth Advisors first reported a position in DBRG in Q1 2024 and held it in 6 quarters. The position peaked at $216K in Q1 2024. 303 funds tracked by Wall St. Rank hold DBRG as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining DigitalBridge position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 10,041 DigitalBridge shares in Q1 2026, an estimated $154K.
  • Kingswood Wealth Advisors first reported a position in DigitalBridge in Q1 2024 and held it in 6 quarters.
  • Kingswood Wealth Advisors's DigitalBridge position peaked at $216K in Q1 2024.
  • 303 funds tracked by Wall St. Rank held DigitalBridge as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.