Cresset Asset Management’s Deutsche Bank DB Stock Holding History

Cresset Asset 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
2026 Q1	$423K	Buy	14,194 +3,334	+31%	+$117K	﹤0.01%	1134
2025 Q4	$419K	Sell	10,860 -182	-2%	-$6.57K	﹤0.01%	1150
2025 Q3	$391K	Buy	11,042 +246	+2%	+$8.38K	﹤0.01%	1142
2025 Q2	$316K	Sell	10,796 -2,157	-17%	-$57K	﹤0.01%	1116
2025 Q1	$309K	Sell	12,953 -818	-6%	-$17.2K	﹤0.01%	1299
2024 Q4	$235K	Sell	13,771 -59,179	-81%	-$1.02M	﹤0.01%	1491
2024 Q3	$1.26M	Buy	72,950 +5,292	+8%	+$85K	﹤0.01%	1047
2024 Q2	$1.08M	Buy	67,658 +14,958	+28%	+$245K	﹤0.01%	1025
2024 Q1	$831K	Sell	52,700 -37,445	-42%	-$512K	﹤0.01%	1071
2023 Q4	$1.22M	Buy	90,145 +2,079	+2%	+$24.5K	0.01%	815
2023 Q3	$968K	Buy	88,066 +4,447	+5%	+$48.1K	0.01%	868
2023 Q2	$881K	Buy	+83,619	New	+$881K	0.01%	1003
2020 Q2	–	Sell	-18,214	Closed	-$117K	–	671
2020 Q1	$117K	Buy	18,214 +5,562	+44%	+$46.2K	﹤0.01%	544
2019 Q4	$98K	Sell	12,652 -141	-1%	-$1.06K	﹤0.01%	593
2019 Q3	$96K	Buy	+12,793	New	+$97.4K	﹤0.01%	524
2019 Q2	–	Sell	-2,353	Closed	-$19K	–	762
2019 Q1	$19K	Buy	2,353 +2,284	+3,310%	+$20K	﹤0.01%	1025
2018 Q4	$1K	Buy	+69	New	+$674	﹤0.01%	1478

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