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Mount Yale Investment Advisors’s DigitalBridge DBRG Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-13
Closed -$136 – 887
2025
Q2 		$136 Buy
+13
New +$124 ﹤0.01% 1465
2018
Q4 		– Sell
-1,593
Closed -$38K – 426
2018
Q3 		$38K Sell
1,593
-692
-30% -$17K 0.01% 657
2018
Q2 		$57K Hold
2,285
– – 0.01% 603
2018
Q1 		$51K Buy
+2,285
New +$74.4K 0.01% 612

Other funds holding DBRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WI
Wafra Inc New York $5.95M AUM 6.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Mount Yale Investment Advisors's DBRG Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of DigitalBridge (DBRG) in Q3 2025, closing a stake of 13 shares — an estimated $136 sold.

Mount Yale Investment Advisors first reported a position in DBRG in Q1 2018 and held it in 4 quarters. The position peaked at $57K in Q2 2018. 303 funds tracked by Wall St. Rank hold DBRG as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining DigitalBridge position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 13 DigitalBridge shares in Q3 2025, an estimated $136.
  • Mount Yale Investment Advisors first reported a position in DigitalBridge in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's DigitalBridge position peaked at $57K in Q2 2018.
  • 303 funds tracked by Wall St. Rank held DigitalBridge as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.