AWM
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Aprio Wealth Management’s Deutsche Bank DB Stock Holding History

Aprio Wealth Management’s Portfolio DB Stock Details DB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$674K Sell
22,635
-1,678
-7% -$59.1K 0.04% 276
2025
Q4 		$938K Buy
24,313
+199
+0.8% +$7.18K 0.05% 208
2025
Q3 		$854K Buy
24,114
+353
+1% +$12K 0.08% 137
2025
Q2 		$696K Sell
23,761
-1,247
-5% -$32.9K 0.08% 147
2025
Q1 		$596K Buy
25,008
+5,870
+31% +$123K 0.07% 157
2024
Q4 		$326K Buy
19,138
+4,197
+28% +$72.2K 0.05% 195
2024
Q3 		$259K Buy
14,941
+255
+2% +$4.1K 0.04% 220
2024
Q2 		$234K Buy
14,686
+604
+4% +$9.88K 0.04% 215
2024
Q1 		$222K Buy
14,082
+1,050
+8% +$14.4K 0.04% 199
2023
Q4 		$177K Buy
13,032
+2,973
+30% +$35K 0.04% 190
2023
Q3 		$111K Buy
+10,059
New +$109K 0.03% 171

Other funds holding DB

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return