NewEdge Wealth’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

NewEdge Wealth’s Portfolio DBC Stock Details DBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.09M	Hold	37,790	–	–	0.01%	600
2025 Q4	$845K	Hold	37,790	–	–	0.01%	679
2025 Q3	$862K	Hold	37,790	–	–	0.01%	597
2025 Q2	$825K	Buy	+37,790	New	+$810K	0.01%	579
2024 Q2	–	Sell	-10,665	Closed	-$246K	–	778
2024 Q1	$246K	Sell	10,665 -6,510	-38%	-$145K	0.01%	708
2023 Q4	$379K	Buy	+17,175	New	+$410K	0.01%	566

Other funds holding DBC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NewEdge Wealth's DBC Position: Q1 2026 in Review

NewEdge Wealth held its Invesco DB Commodity Index Tracking Fund (DBC) position steady in Q1 2026 at 37,790 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #600.

NewEdge Wealth first reported a position in DBC in Q4 2023 and has held it in 6 quarters since. 221 funds tracked by Wall St. Rank hold DBC as of Q1 2026.

NewEdge Wealth held 37,790 shares of Invesco DB Commodity Index Tracking Fund worth $1.09M as of Q1 2026.
NewEdge Wealth left its Invesco DB Commodity Index Tracking Fund share count unchanged in Q1 2026.
Invesco DB Commodity Index Tracking Fund made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #600 holding.
NewEdge Wealth first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2023 and has held it in 6 quarters since.
221 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.