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Putney Financial Group’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Putney Financial Group’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
2025
Q2 		– Sell
-200
Closed -$4.5K – 298
2025
Q1 		$4.5K Hold
200
– – ﹤0.01% 242
2024
Q4 		$4.28K Buy
+200
New +$4.46K ﹤0.01% 259

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $439M AUM 289.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Putney Financial Group's DBC Position: Q2 2025 in Review

Putney Financial Group sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q2 2025, closing a stake of 200 shares — an estimated $4.5K sold.

Putney Financial Group first reported a position in DBC in Q4 2024 and held it in 2 quarters. The position peaked at $4.5K in Q1 2025. 197 funds tracked by Wall St. Rank hold DBC as of Q2 2025.

  • Putney Financial Group reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q2 2025 after selling out during the quarter.
  • Putney Financial Group sold 200 Invesco DB Commodity Index Tracking Fund shares in Q2 2025, an estimated $4.5K.
  • Putney Financial Group first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2024 and held it in 2 quarters.
  • Putney Financial Group's Invesco DB Commodity Index Tracking Fund position peaked at $4.5K in Q1 2025.
  • 197 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2025.

Based on Putney Financial Group's 13F filing for Q2 2025, filed 4 Aug 2025.