Position in DBRG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$599,683
-$214,179 QoQ
Shares Held
38,890
-26.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DBRG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $798,098,841 across 121 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
169,709 | $163,185,384 | |
| 2 | NTRS |
Northern Trust Corp
|
497,727 | $86,524,861 | |
| 3 | BX |
Blackstone Inc.
|
606,509 | $71,367,913 | |
| 4 | APO |
Apollo Global Management, Inc.
|
388,650 | $45,981,179 | |
| 5 | AMP |
Ameriprise Financial Inc
|
81,171 | $37,238,006 | |
| 6 | KKR |
KKR & Co. Inc.
|
299,707 | $27,507,107 | |
| 7 | PDO |
PIMCO Dynamic Income Opportunities Fund
|
1,734,470 | $22,929,693 | |
| 8 | PFG |
Principal Financial Group Inc
|
208,030 | $22,421,472 |
All Filings in DBRG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $599,683 | 38,890 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $813,862 | 53,055 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $605,837 | 51,781 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,295,281 | 125,148 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $410,835 | 46,580 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $528,050 | 46,813 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $283,560 | 20,068 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $238,859 | 17,435 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $387,635 | 20,116 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $228,476 | 13,026 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $228,205 | 12,981 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $191,612 | 13,026 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $148,805 | 13,602 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $210,393 | 16,818 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $328,955 | 67,409 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $667,282 | 80,106 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||