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Steward Partners Investment Advisory’s Digi International DGII Stock Holding History

Steward Partners Investment Advisory’s Portfolio DGII Stock Details DGII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.1K Hold
293
– – ﹤0.01% 3401
2025
Q4 		$12.7K Hold
293
– – ﹤0.01% 3339
2025
Q3 		$10.7K Hold
293
– – ﹤0.01% 3374
2025
Q2 		$10.2K Hold
293
– – ﹤0.01% 3205
2025
Q1 		$8.15K Hold
293
– – ﹤0.01% 3182
2024
Q4 		$8.86K Hold
293
– – ﹤0.01% 3147
2024
Q3 		$8.07K Hold
293
– – ﹤0.01% 3032
2024
Q2 		$6.72K Hold
293
– – ﹤0.01% 2949
2024
Q1 		$9.36K Sell
293
-182
-38% -$5.08K ﹤0.01% 2833
2023
Q4 		$12.3K Buy
+475
New +$11.8K ﹤0.01% 2620

Other funds holding DGII

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return