Steward Partners Investment Advisory’s Dun & Bradstreet DNB Stock Holding History

Steward Partners Investment Advisory’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	-33,428	Closed	-$304K	–	4288
2025 Q2	$304K	Sell	33,428 -7,389	-18%	-$66.2K	﹤0.01%	1549
2025 Q1	$365K	Buy	40,817 +8,518	+26%	+$87.2K	﹤0.01%	1356
2024 Q4	$402K	Buy	32,299 +31,894	+7,875%	+$381K	﹤0.01%	1264
2024 Q3	$4.66K	Sell	405 -693	-63%	-$7.69K	﹤0.01%	3211
2024 Q2	$10.2K	Buy	+1,098	New	+$10.6K	﹤0.01%	2815
2023 Q2	–	Sell	-700	Closed	-$8.22K	–	3334
2023 Q1	$8.22K	Hold	700	–	–	﹤0.01%	2611
2022 Q4	$8.58K	Hold	700	–	–	﹤0.01%	2587
2022 Q3	$9K	Buy	+700	New	+$10.4K	﹤0.01%	2568

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

Steward Partners Investment Advisory's DNB Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Dun & Bradstreet (DNB) in Q3 2025, closing a stake of 33,428 shares — an estimated $304K sold.

Steward Partners Investment Advisory first reported a position in DNB in Q3 2022 and held it in 8 quarters. The position peaked at $402K in Q4 2024. 2 funds tracked by Wall St. Rank hold DNB as of Q3 2025.

Steward Partners Investment Advisory reported no remaining Dun & Bradstreet position as of Q3 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 33,428 Dun & Bradstreet shares in Q3 2025, an estimated $304K.
Steward Partners Investment Advisory first reported a position in Dun & Bradstreet in Q3 2022 and held it in 8 quarters.
Steward Partners Investment Advisory's Dun & Bradstreet position peaked at $402K in Q4 2024.
2 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.