Wealth Enhancement Advisory Services
DBRG icon

Wealth Enhancement Advisory Services’s DigitalBridge DBRG Stock Holding History

Wealth Enhancement Advisory Services’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 		$397K Sell
25,183
-22,583
-47% -$353K ﹤0.01% 2918
2026
Q1 		$738K Buy
47,766
+9,532
+25% +$147K ﹤0.01% 2029
2025
Q4 		$587K Buy
38,234
+2,844
+8% +$34.2K ﹤0.01% 2359
2025
Q3 		$416K Buy
35,390
+465
+1% +$5.2K ﹤0.01% 2510
2025
Q2 		$370K Buy
34,925
+24,388
+231% +$233K ﹤0.01% 2452
2025
Q1 		$92.9K Buy
+10,537
New +$111K ﹤0.01% 2773

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

Wealth Enhancement Advisory Services's DBRG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its DigitalBridge (DBRG) stake by 47% in Q2 2026, selling an estimated $353K and leaving 25,183 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #2918.

Wealth Enhancement Advisory Services first reported a position in DBRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $738K in Q1 2026. 287 funds tracked by Wall St. Rank hold DBRG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 25,183 shares of DigitalBridge worth $397K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 22,583 DigitalBridge shares in Q2 2026, an estimated $353K.
  • DigitalBridge made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2918 holding.
  • Wealth Enhancement Advisory Services first reported a position in DigitalBridge in Q1 2025 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's DigitalBridge position peaked at $738K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held DigitalBridge as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.