Corient Private Wealth

Corient Private Wealth’s Deutsche Bank DB Stock Holding History

Corient Private Wealth’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 Q1	$844K	Sell	28,962 -29,666	-51%	-$1.04M	﹤0.01%	1748
2025 Q4	$2.25M	Buy	58,628 +15,591	+36%	+$563K	﹤0.01%	1473
2025 Q3	$1.52M	Buy	43,037 +19,165	+80%	+$653K	﹤0.01%	1204
2025 Q2	$699K	Sell	23,872 -1,144	-5%	-$30.2K	﹤0.01%	1525
2025 Q1	$596K	Sell	25,016 -75,978	-75%	-$1.59M	﹤0.01%	1515
2024 Q4	$1.72M	Sell	100,994 -17,468	-15%	-$300K	﹤0.01%	1056
2024 Q3	$2.05M	Buy	118,462 +21,565	+22%	+$346K	﹤0.01%	1085
2024 Q2	$1.54M	Sell	96,897 -1,237	-1%	-$20.2K	﹤0.01%	1147
2024 Q1	$1.55M	Buy	98,134 +28,944	+42%	+$396K	﹤0.01%	1157
2023 Q4	$938K	Sell	69,190 -32,771	-32%	-$386K	﹤0.01%	1312
2023 Q3	$1.12M	Buy	101,961 +75,904	+291%	+$821K	﹤0.01%	1148
2023 Q2	$271K	Sell	26,057 -75,449	-74%	-$795K	﹤0.01%	1745
2023 Q1	$1.04M	Buy	101,506 +84,225	+487%	+$1.01M	﹤0.01%	1075
2022 Q4	$199K	Buy	+17,281	New	+$170K	﹤0.01%	1496

Other funds holding DB

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return