Private Wealth Management Group’s DigitalBridge DBRG Stock Holding History

Private Wealth Management Group’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 Q4	–	Sell	-99	Closed	-$1.16K	–	1488
2025 Q3	$1.16K	Sell	99 -8	-7%	-$89	﹤0.01%	1249
2025 Q2	$1.11K	Sell	107 -148	-58%	-$1.41K	﹤0.01%	1254
2025 Q1	$2.25K	Sell	255 -61	-19%	-$641	﹤0.01%	1018
2024 Q4	$3.56K	Buy	316 +199	+170%	+$2.67K	﹤0.01%	875
2024 Q3	$1.65K	Hold	117	–	–	﹤0.01%	1137
2024 Q2	$1.6K	Sell	117 -140	-54%	-$2.11K	﹤0.01%	1134
2024 Q1	$4.95K	Hold	257	–	–	﹤0.01%	623
2023 Q4	$4.51K	Buy	+257	New	+$4.23K	﹤0.01%	666

Other funds holding DBRG

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

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

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Kryger Capital London, United Kingdom $1.75B AUM 102.57% 1-Year Est. Return

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

NSCM

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

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Private Wealth Management Group's DBRG Position: Q4 2025 in Review

Private Wealth Management Group sold out of DigitalBridge (DBRG) in Q4 2025, closing a stake of 99 shares — an estimated $1.16K sold.

Private Wealth Management Group first reported a position in DBRG in Q4 2023 and held it in 8 quarters. The position peaked at $4.95K in Q1 2024. 334 funds tracked by Wall St. Rank hold DBRG as of Q4 2025.

Private Wealth Management Group reported no remaining DigitalBridge position as of Q4 2025 after selling out during the quarter.
Private Wealth Management Group sold 99 DigitalBridge shares in Q4 2025, an estimated $1.16K.
Private Wealth Management Group first reported a position in DigitalBridge in Q4 2023 and held it in 8 quarters.
Private Wealth Management Group's DigitalBridge position peaked at $4.95K in Q1 2024.
334 funds tracked by Wall St. Rank held DigitalBridge as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.