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Root Financial Partners’s DigitalBridge DBRG Stock Holding History

Root Financial Partners’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
2026
Q2 		– Sell
-229
Closed -$3.53K – 1089
2026
Q1 		$3.53K Buy
229
+35
+18% +$539 ﹤0.01% 2079
2025
Q4 		$2.98K Sell
194
-3
-2% -$36 ﹤0.01% 1904
2025
Q3 		$2.31K Buy
+197
New +$2.2K ﹤0.01% 1932

Other funds holding DBRG

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PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
KC
Kryger Capital London, United Kingdom $1.75B AUM 102.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Root Financial Partners's DBRG Position: Q2 2026 in Review

Root Financial Partners sold out of DigitalBridge (DBRG) in Q2 2026, closing a stake of 229 shares — an estimated $3.53K sold.

Root Financial Partners first reported a position in DBRG in Q3 2025 and held it in 3 quarters. The position peaked at $3.53K in Q1 2026. 287 funds tracked by Wall St. Rank hold DBRG as of Q2 2026.

  • Root Financial Partners reported no remaining DigitalBridge position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 229 DigitalBridge shares in Q2 2026, an estimated $3.53K.
  • Root Financial Partners first reported a position in DigitalBridge in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's DigitalBridge position peaked at $3.53K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held DigitalBridge as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.