RIL
DNB

Rothschild Investment LLC’s Dun & Bradstreet DNB Stock Holding History

Rothschild Investment LLC’s Portfolio DNB Stock Details DNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-30
Closed -$273 – 3169
2025
Q2 		$273 Buy
+30
New +$269 ﹤0.01% 2875
2024
Q4 		– Sell
-35
Closed -$418 – 2988
2024
Q3 		$403 Hold
35
– – ﹤0.01% 2530
2024
Q2 		$324 Buy
+35
New +$337 ﹤0.01% 2254

Other funds holding DNB

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Rothschild Investment LLC's DNB Position: Q3 2025 in Review

Rothschild Investment LLC sold out of Dun & Bradstreet (DNB) in Q3 2025, closing a stake of 30 shares — an estimated $273 sold.

Rothschild Investment LLC first reported a position in DNB in Q2 2024 and held it in 3 quarters. The position peaked at $403 in Q3 2024. 2 funds tracked by Wall St. Rank hold DNB as of Q3 2025.

  • Rothschild Investment LLC reported no remaining Dun & Bradstreet position as of Q3 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 30 Dun & Bradstreet shares in Q3 2025, an estimated $273.
  • Rothschild Investment LLC first reported a position in Dun & Bradstreet in Q2 2024 and held it in 3 quarters.
  • Rothschild Investment LLC's Dun & Bradstreet position peaked at $403 in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q3 2025.

Based on Rothschild Investment LLC's 13F filing for Q3 2025, filed 7 Nov 2025.