SCHEDULE: Bank of America Discloses DigitalBridge Stake

Bank of America Corporation has filed an amended Schedule 13G, disclosing its beneficial ownership of 4.9% of DigitalBridge Group, Inc.'s Class A Common Stock.

Summary

• Bank of America Corporation, a Delaware entity, filed an Amendment No. 1 to Schedule 13G regarding its beneficial ownership in DigitalBridge Group, Inc.'s Class A Common Stock.
• As of the event date 06/30/2025, Bank of America beneficially owns an aggregate of 8,678,894 shares of DigitalBridge Group, Inc.'s Class A Common Stock.
• This ownership represents 4.9% of the Class A Common Stock outstanding.
• Bank of America holds shared voting power over 8,548,765 shares and shared dispositive power over 8,576,622 shares.
• The shares are reported as acquired and held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.
• The filing is made on behalf of Bank of America Corporation and its wholly-owned subsidiaries, including BofA Securities, Inc., Bank of America N.A., Merrill Lynch Pierce Fenner & Smith, Inc., and Merrill Lynch International.

Sentiment

Score: 5

Explanation: The filing is a neutral, factual disclosure of beneficial ownership by an institutional investor. It contains no positive or negative financial performance data or strategic updates for the issuer.

Positives

• A major financial institution like Bank of America holding a significant, albeit passive and below 5%, stake in DigitalBridge Group, Inc. could be viewed as a sign of confidence in the company's long-term prospects.

Future Outlook

No forward-looking statements or guidance are provided in this beneficial ownership report.

Industry Context

This filing is a routine disclosure by a large financial institution, Bank of America Corporation, regarding its passive investment in DigitalBridge Group, Inc., a digital infrastructure REIT. Such filings are common for institutional investors holding significant, but non-controlling, stakes in publicly traded companies.

Comparison to Industry Standards

• This filing is a standard regulatory disclosure of beneficial ownership by a large financial institution.
• It does not contain performance metrics or operational results that would allow for a comparison to industry-specific benchmarks or comparable companies.
• The 4.9% stake is below the 5% threshold that would typically trigger a more detailed Schedule 13D filing, indicating a passive investment intent.

Stakeholder Impact

• Shareholders of DigitalBridge Group, Inc. may view Bank of America's passive stake as a vote of confidence in the company, potentially contributing to positive sentiment.
• Management of DigitalBridge Group, Inc. will be aware of a significant institutional holder, though passive, which may influence strategic considerations.

Key Dates

Keywords

DigitalBridge Group Inc, Bank of America, Schedule 13G, Beneficial Ownership, Class A Common Stock, Institutional Investor, Passive Investment, SEC Filing, Financial Services, Real Estate Investment Trust