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 Q3	$262K	Buy	7,784 +60	+0.8%	+$2.25K	0.03%	143
2026 Q2	$275K	Hold	7,724	–	–	0.03%	141
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%	-$5.8K	﹤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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

HJIM

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Cornerstone Planning Group's DB Position: Q3 2026 in Review

Cornerstone Planning Group increased its Deutsche Bank (DB) stake by 0.78% in Q3 2026, buying an estimated $2.25K and bringing the position to 7,784 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #143.

Cornerstone Planning Group first reported a position in DB in Q1 2024 and has held it in 11 quarters since. The position peaked at $306K in Q4 2025. 58 funds tracked by Wall St. Rank hold DB as of Q3 2026.

Cornerstone Planning Group held 7,784 shares of Deutsche Bank worth $262K as of Q3 2026.
Cornerstone Planning Group bought 60 Deutsche Bank shares in Q3 2026, an estimated $2.25K.
Deutsche Bank made up 0.03% of Cornerstone Planning Group's portfolio in Q3 2026, its #143 holding.
Cornerstone Planning Group first reported a position in Deutsche Bank in Q1 2024 and has held it in 11 quarters since.
Cornerstone Planning Group's Deutsche Bank position peaked at $306K in Q4 2025.
58 funds tracked by Wall St. Rank held Deutsche Bank as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.