Cassaday & Co Wealth Management
DB icon

Cassaday & Co Wealth Management’s Deutsche Bank DB Stock Holding History

Cassaday & Co 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
Q3 		$1.69K Buy
47
+18
+62% +$676 ﹤0.01% 1126
2026
Q2 		$980 Hold
29
– – ﹤0.01% 1078
2026
Q1 		$864 Buy
+29
New +$1.02K ﹤0.01% 1145

Other funds holding DB

Deutsche Bank
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Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cassaday & Co Wealth Management's DB Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its Deutsche Bank (DB) stake by 62% in Q3 2026, buying an estimated $676 and bringing the position to 47 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Cassaday & Co Wealth Management first reported a position in DB in Q1 2026 and has held it in 3 quarters since. 286 funds tracked by Wall St. Rank hold DB as of Q3 2026.

  • Cassaday & Co Wealth Management held 47 shares of Deutsche Bank worth $1.69K as of Q3 2026.
  • Cassaday & Co Wealth Management bought 18 Deutsche Bank shares in Q3 2026, an estimated $676.
  • Deutsche Bank made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #1126 holding.
  • Cassaday & Co Wealth Management first reported a position in Deutsche Bank in Q1 2026 and has held it in 3 quarters since.
  • 286 funds tracked by Wall St. Rank held Deutsche Bank as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.