Congress Wealth Management’s Deutsche Bank DB Stock Holding History

Congress 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
2025 Q2	$673K	Buy	23,000 +379	+2%	+$10K	0.01%	825
2025 Q1	$542K	Buy	22,621 +9,777	+76%	+$205K	0.01%	795
2024 Q4	$219K	Buy	12,844 +1,065	+9%	+$18.3K	﹤0.01%	837
2024 Q3	$204K	Buy	+11,779	New	+$189K	﹤0.01%	818

Other funds holding DB

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Congress Wealth Management's DB Position: Q2 2025 in Review

Congress Wealth Management increased its Deutsche Bank (DB) stake by 1.7% in Q2 2025, buying an estimated $10K and bringing the position to 23,000 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #825.

Congress Wealth Management first reported a position in DB in Q3 2024 and has held it in 4 quarters since. 419 funds tracked by Wall St. Rank hold DB as of Q2 2025.

Congress Wealth Management held 23,000 shares of Deutsche Bank worth $673K as of Q2 2025.
Congress Wealth Management bought 379 Deutsche Bank shares in Q2 2025, an estimated $10K.
Deutsche Bank made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #825 holding.
Congress Wealth Management first reported a position in Deutsche Bank in Q3 2024 and has held it in 4 quarters since.
419 funds tracked by Wall St. Rank held Deutsche Bank as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.