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Smallwood Wealth Investment Management’s DigitalBridge DBRG Stock Holding History

Smallwood Wealth Investment Management’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
-1,052
Closed -$12.3K – 522
2025
Q3 		$12.3K Hold
1,052
– – 0.01% 302
2025
Q2 		$10.9K Buy
1,052
+1
+0.1% +$10 0.01% 309
2025
Q1 		$9.28K Buy
+1,051
New +$11K 0.01% 317

Other funds holding DBRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
KC
Kryger Capital London, United Kingdom $1.75B AUM 102.57% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Smallwood Wealth Investment Management's DBRG Position: Q4 2025 in Review

Smallwood Wealth Investment Management sold out of DigitalBridge (DBRG) in Q4 2025, closing a stake of 1,052 shares — an estimated $12.3K sold.

Smallwood Wealth Investment Management first reported a position in DBRG in Q1 2025 and held it in 3 quarters. The position peaked at $12.3K in Q3 2025. 334 funds tracked by Wall St. Rank hold DBRG as of Q4 2025.

  • Smallwood Wealth Investment Management reported no remaining DigitalBridge position as of Q4 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 1,052 DigitalBridge shares in Q4 2025, an estimated $12.3K.
  • Smallwood Wealth Investment Management first reported a position in DigitalBridge in Q1 2025 and held it in 3 quarters.
  • Smallwood Wealth Investment Management's DigitalBridge position peaked at $12.3K in Q3 2025.
  • 334 funds tracked by Wall St. Rank held DigitalBridge as of Q4 2025.

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