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Clearstead Advisors’s Deutsche Bank DB Stock Holding History

Clearstead Advisors’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
Q2 		$174K Sell
5,142
-5,142
-50% -$167K ﹤0.01% 1103
2026
Q1 		$306K Buy
+10,284
New +$362K ﹤0.01% 850
2025
Q3 		– Sell
-335
Closed -$9.81K – 3134
2025
Q2 		$9.81K Sell
335
-38
-10% -$1K ﹤0.01% 1899
2025
Q1 		$8.89K Sell
373
-1,851
-83% -$38.8K ﹤0.01% 1631
2024
Q4 		$37.9K Buy
2,224
+33
+2% +$567 ﹤0.01% 1228
2024
Q3 		$37.9K Buy
2,191
+44
+2% +$707 ﹤0.01% 1267
2024
Q2 		$34.2K Buy
+2,147
New +$35.1K ﹤0.01% 1256

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Clearstead Advisors's DB Position: Q2 2026 in Review

Clearstead Advisors reduced its Deutsche Bank (DB) stake by 50% in Q2 2026, selling an estimated $167K and leaving 5,142 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Clearstead Advisors first reported a position in DB in Q2 2024 and has held it in 7 quarters since. The position peaked at $306K in Q1 2026. 506 funds tracked by Wall St. Rank hold DB as of Q2 2026.

  • Clearstead Advisors held 5,142 shares of Deutsche Bank worth $174K as of Q2 2026.
  • Clearstead Advisors sold 5,142 Deutsche Bank shares in Q2 2026, an estimated $167K.
  • Deutsche Bank made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1103 holding.
  • Clearstead Advisors first reported a position in Deutsche Bank in Q2 2024 and has held it in 7 quarters since.
  • Clearstead Advisors's Deutsche Bank position peaked at $306K in Q1 2026.
  • 506 funds tracked by Wall St. Rank held Deutsche Bank as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.