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True Wealth Design’s DigitalBridge DBRG Stock Holding History

True Wealth Design’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 		– Sell
-454
Closed -$7K – 2713
2026
Q1 		$7K Hold
454
– – ﹤0.01% 1094
2025
Q4 		$6.96K Hold
454
– – ﹤0.01% 973
2025
Q3 		$5.31K Hold
454
– – ﹤0.01% 1062
2025
Q2 		$4.7K Buy
454
+448
+7,467% +$4.27K ﹤0.01% 833
2025
Q1 		$53 Buy
+6
New +$63 ﹤0.01% 2369

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

True Wealth Design's DBRG Position: Q2 2026 in Review

True Wealth Design sold out of DigitalBridge (DBRG) in Q2 2026, closing a stake of 454 shares — an estimated $7K sold.

True Wealth Design first reported a position in DBRG in Q1 2025 and held it in 5 quarters. The position peaked at $7K in Q1 2026. 287 funds tracked by Wall St. Rank hold DBRG as of Q2 2026.

  • True Wealth Design reported no remaining DigitalBridge position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 454 DigitalBridge shares in Q2 2026, an estimated $7K.
  • True Wealth Design first reported a position in DigitalBridge in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's DigitalBridge position peaked at $7K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held DigitalBridge as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.