Opal Wealth Advisors’s DigitalBridge DBRG Stock Holding History

Opal 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
2025 Q3	–	Sell	-8,301	Closed	-$85.9K	–	282
2025 Q2	$85.9K	Buy	8,301 +51	+0.6%	+$486	0.02%	295
2025 Q1	$72.8K	Buy	+8,250	New	+$86.7K	0.02%	311
2024 Q3	–	Sell	-400	Closed	-$5.48K	–	424
2024 Q2	$5.48K	Buy	+400	New	+$6.03K	﹤0.01%	783

Other funds holding DBRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wafra Inc New York $5.88M AUM 19.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

Opal Wealth Advisors's DBRG Position: Q3 2025 in Review

Opal Wealth Advisors sold out of DigitalBridge (DBRG) in Q3 2025, closing a stake of 8,301 shares — an estimated $85.9K sold.

Opal Wealth Advisors first reported a position in DBRG in Q2 2024 and held it in 3 quarters. The position peaked at $85.9K in Q2 2025. 305 funds tracked by Wall St. Rank hold DBRG as of Q3 2025.

Opal Wealth Advisors reported no remaining DigitalBridge position as of Q3 2025 after selling out during the quarter.
Opal Wealth Advisors sold 8,301 DigitalBridge shares in Q3 2025, an estimated $85.9K.
Opal Wealth Advisors first reported a position in DigitalBridge in Q2 2024 and held it in 3 quarters.
Opal Wealth Advisors's DigitalBridge position peaked at $85.9K in Q2 2025.
305 funds tracked by Wall St. Rank held DigitalBridge as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.