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Duff & Phelps Global shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Duff & Phelps Global (DPG) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Duff & Phelps Global

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All positions including Duff & Phelps Global held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duff & Phelps Global by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8k 373 12.91
2025-06-30 $1.8k 142 12.41
2025-03-31 $1.7k 142 12.23

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View all positions for Concord Wealth Partners

Top funds holding Duff & Phelps Global

Morgan Stanley
Wells Fargo & Company
Advisors Asset Management
Karpus Investment Management
Kanen Wealth Management
Allspring Global Investments Holdings
Thomas J. Herzfeld Advisors
Raymond James Financial
United Advisor Group
LPL Financial
Cohen & Steers Capital Management
UBS Group
J.w. Cole Advisors
Pathstone Holdings
Royal Bank of Canada

View all funds holding Duff & Phelps Global