SWA
DBRG

SOA Wealth Advisors’s DigitalBridge DBRG Stock Holding History

SOA Wealth Advisors’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
Q2 		– Sell
-20
Closed -$173 – 895
2025
Q1 		$173 Hold
20
– – ﹤0.01% 832
2024
Q4 		$221 Buy
+20
New +$269 ﹤0.01% 813

Other funds holding DBRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WI
Wafra Inc New York $5.88M AUM 19.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

SOA Wealth Advisors's DBRG Position: Q2 2025 in Review

SOA Wealth Advisors sold out of DigitalBridge (DBRG) in Q2 2025, closing a stake of 20 shares — an estimated $173 sold.

SOA Wealth Advisors first reported a position in DBRG in Q4 2024 and held it in 2 quarters. The position peaked at $221 in Q4 2024. 317 funds tracked by Wall St. Rank hold DBRG as of Q2 2025.

  • SOA Wealth Advisors reported no remaining DigitalBridge position as of Q2 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 20 DigitalBridge shares in Q2 2025, an estimated $173.
  • SOA Wealth Advisors first reported a position in DigitalBridge in Q4 2024 and held it in 2 quarters.
  • SOA Wealth Advisors's DigitalBridge position peaked at $221 in Q4 2024.
  • 317 funds tracked by Wall St. Rank held DigitalBridge as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.