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Concord Wealth Partners’s Deutsche Bank DB Stock Holding History

Concord Wealth Partners’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
-66
Closed -$2.34K – 858
2025
Q3 		$2.34K Hold
66
– – ﹤0.01% 704
2025
Q2 		$1.93K Hold
66
– – ﹤0.01% 722
2025
Q1 		$1.57K Hold
66
– – ﹤0.01% 698
2024
Q4 		$1.13K Hold
66
– – ﹤0.01% 780
2024
Q3 		$1.14K Buy
+66
New +$1.06K ﹤0.01% 812

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Fisher Asset Management
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DekaBank Deutsche Girozentrale
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Goldman Sachs
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Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Concord Wealth Partners's DB Position: Q4 2025 in Review

Concord Wealth Partners sold out of Deutsche Bank (DB) in Q4 2025, closing a stake of 66 shares — an estimated $2.34K sold.

Concord Wealth Partners first reported a position in DB in Q3 2024 and held it in 5 quarters. The position peaked at $2.34K in Q3 2025. 492 funds tracked by Wall St. Rank hold DB as of Q4 2025.

  • Concord Wealth Partners reported no remaining Deutsche Bank position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 66 Deutsche Bank shares in Q4 2025, an estimated $2.34K.
  • Concord Wealth Partners first reported a position in Deutsche Bank in Q3 2024 and held it in 5 quarters.
  • Concord Wealth Partners's Deutsche Bank position peaked at $2.34K in Q3 2025.
  • 492 funds tracked by Wall St. Rank held Deutsche Bank as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.