Sequoia Financial Advisors’s Dun & Bradstreet DNB Stock Holding History

Sequoia Financial Advisors’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	-17,450	Closed	-$159K	–	1759
2025 Q2	$159K	Buy	+17,450	New	+$156K	﹤0.01%	1504
2024 Q1	–	Sell	-18,613	Closed	-$218K	–	1198
2023 Q4	$218K	Buy	+18,613	New	+$190K	﹤0.01%	1074

Other funds holding DNB

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sequoia Financial Advisors's DNB Position: Q3 2025 in Review

Sequoia Financial Advisors sold out of Dun & Bradstreet (DNB) in Q3 2025, closing a stake of 17,450 shares — an estimated $159K sold.

Sequoia Financial Advisors first reported a position in DNB in Q4 2023 and held it in 2 quarters. The position peaked at $218K in Q4 2023. 2 funds tracked by Wall St. Rank hold DNB as of Q3 2025.

Sequoia Financial Advisors reported no remaining Dun & Bradstreet position as of Q3 2025 after selling out during the quarter.
Sequoia Financial Advisors sold 17,450 Dun & Bradstreet shares in Q3 2025, an estimated $159K.
Sequoia Financial Advisors first reported a position in Dun & Bradstreet in Q4 2023 and held it in 2 quarters.
Sequoia Financial Advisors's Dun & Bradstreet position peaked at $218K in Q4 2023.
2 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q3 2025.

Based on Sequoia Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.