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Total Wealth Planning & Management’s DigitalBridge DBRG Stock Holding History

Total Wealth Planning & 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
2026
Q2 		$243K Buy
15,380
+2,105
+16% +$32.9K 0.16% 188
2026
Q1 		$205K Sell
13,275
-141
-1% -$2.17K 0.15% 185
2025
Q4 		$206K Buy
+13,416
New +$161K 0.15% 191

Other funds holding DBRG

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Total Wealth Planning & Management's DBRG Position: Q2 2026 in Review

Total Wealth Planning & Management increased its DigitalBridge (DBRG) stake by 16% in Q2 2026, buying an estimated $32.9K and bringing the position to 15,380 shares worth $243K. The position accounts for 0.16% of the portfolio, ranked #188.

Total Wealth Planning & Management first reported a position in DBRG in Q4 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold DBRG as of Q2 2026.

  • Total Wealth Planning & Management held 15,380 shares of DigitalBridge worth $243K as of Q2 2026.
  • Total Wealth Planning & Management bought 2,105 DigitalBridge shares in Q2 2026, an estimated $32.9K.
  • DigitalBridge made up 0.16% of Total Wealth Planning & Management's portfolio in Q2 2026, its #188 holding.
  • Total Wealth Planning & Management first reported a position in DigitalBridge in Q4 2025 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held DigitalBridge as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.