CPG
DB icon

Cornerstone Planning Group’s Deutsche Bank DB Stock Holding History

Cornerstone Planning Group’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 		$237K Sell
7,724
-4
-0.1% -$141 0.03% 155
2025
Q4 		$306K Buy
7,728
+7,669
+12,998% +$277K 0.05% 114
2025
Q3 		$1.89K Sell
59
-170
-74% -$5.79K ﹤0.01% 1172
2025
Q2 		$7.74K Buy
229
+49
+27% +$1.29K ﹤0.01% 622
2025
Q1 		$4.48K Buy
180
+19
+12% +$399 ﹤0.01% 767
2024
Q4 		$3.23K Buy
161
+53
+49% +$911 ﹤0.01% 671
2024
Q3 		$1.84K Buy
108
+55
+104% +$883 ﹤0.01% 786
2024
Q2 		$746 Buy
53
+17
+47% +$278 ﹤0.01% 1006
2024
Q1 		$593 Buy
+36
New +$492 ﹤0.01% 886

Other funds holding DB

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
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
CCM
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
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