Carson Wealth (CWM LLC)
DB icon

Carson Wealth (CWM LLC)’s Deutsche Bank DB Stock Holding History

Carson Wealth (CWM LLC)’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 		$130K Sell
4,368
-136
-3% -$4.79K ﹤0.01% 3056
2025
Q4 		$174K Buy
4,504
+114
+3% +$4.11K ﹤0.01% 2677
2025
Q3 		$155K Buy
4,390
+737
+20% +$25.1K ﹤0.01% 2641
2025
Q2 		$107K Sell
3,653
-1,092
-23% -$28.8K ﹤0.01% 2651
2025
Q1 		$113K Sell
4,745
-62
-1% -$1.3K ﹤0.01% 2337
2024
Q4 		$82K Sell
4,807
-67
-1% -$1.15K ﹤0.01% 2416
2024
Q3 		$84K Sell
4,874
-329
-6% -$5.28K ﹤0.01% 2307
2024
Q2 		$83K Buy
5,203
+311
+6% +$5.09K ﹤0.01% 2100
2024
Q1 		$77K Buy
4,892
+61
+1% +$834 ﹤0.01% 2025
2023
Q4 		$65K Sell
4,831
-341
-7% -$4.01K ﹤0.01% 2017
2023
Q3 		$57K Sell
5,172
-827
-14% -$8.94K ﹤0.01% 1980
2023
Q2 		$63K Buy
5,999
+988
+20% +$10.4K ﹤0.01% 1828
2023
Q1 		$51K Buy
5,011
+1,261
+34% +$15.1K ﹤0.01% 1856
2022
Q4 		$43K Buy
3,750
+2,250
+150% +$22.2K ﹤0.01% 1814
2022
Q3 		$11K Buy
1,500
+904
+152% +$7.68K ﹤0.01% 2615
2022
Q2 		$5K Sell
596
-1,578
-73% -$16.8K ﹤0.01% 2952
2022
Q1 		$28K Buy
2,174
+635
+41% +$8.44K ﹤0.01% 1868
2021
Q4 		$19K Buy
+1,539
New +$19.6K ﹤0.01% 2014

Other funds holding DB

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Deutsche Bank (DB) stake by 3% in Q1 2026, selling an estimated $4.79K and leaving 4,368 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #3056.

Carson Wealth (CWM LLC) first reported a position in DB in Q4 2021 and has held it in 18 quarters since. The position peaked at $174K in Q4 2025. 475 funds tracked by Wall St. Rank hold DB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,368 shares of Deutsche Bank worth $130K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 136 Deutsche Bank shares in Q1 2026, an estimated $4.79K.
  • Deutsche Bank made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3056 holding.
  • Carson Wealth (CWM LLC) first reported a position in Deutsche Bank in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Deutsche Bank position peaked at $174K in Q4 2025.
  • 475 funds tracked by Wall St. Rank held Deutsche Bank as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.