CFFP
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Center for Financial Planning’s Deutsche Bank DB Stock Holding History

Center for Financial Planning’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
2025
Q4 		– Sell
-152
Closed -$5.38K – 709
2025
Q3 		$5.38K Hold
152
– – ﹤0.01% 543
2025
Q2 		$4.45K Hold
152
– – ﹤0.01% 523
2025
Q1 		$3.64K Hold
152
– – ﹤0.01% 551
2024
Q4 		$2.59K Buy
+152
New +$2.61K ﹤0.01% 520

Other funds holding DB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Center for Financial Planning's DB Position: Q4 2025 in Review

Center for Financial Planning sold out of Deutsche Bank (DB) in Q4 2025, closing a stake of 152 shares — an estimated $5.38K sold.

Center for Financial Planning first reported a position in DB in Q4 2024 and held it in 4 quarters. The position peaked at $5.38K in Q3 2025. 492 funds tracked by Wall St. Rank hold DB as of Q4 2025.

  • Center for Financial Planning reported no remaining Deutsche Bank position as of Q4 2025 after selling out during the quarter.
  • Center for Financial Planning sold 152 Deutsche Bank shares in Q4 2025, an estimated $5.38K.
  • Center for Financial Planning first reported a position in Deutsche Bank in Q4 2024 and held it in 4 quarters.
  • Center for Financial Planning's Deutsche Bank position peaked at $5.38K in Q3 2025.
  • 492 funds tracked by Wall St. Rank held Deutsche Bank as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.