DZ Bank’s MoneyLion Inc. ML Stock Holding History

DZ Bank’s Portfolio ML Stock Details ML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,742	Closed	-$670K	–	1071
2025 Q1	$670K	Buy	7,742 +2,208	+40%	+$192K	﹤0.01%	730
2024 Q4	$476K	Buy	+5,534	New	+$373K	﹤0.01%	734

Other funds holding ML

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

DZ Bank's ML Position: Q2 2025 in Review

DZ Bank sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 7,742 shares — an estimated $670K sold.

DZ Bank first reported a position in ML in Q4 2024 and held it in 2 quarters. The position peaked at $670K in Q1 2025. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.

DZ Bank reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
DZ Bank sold 7,742 MoneyLion Inc. shares in Q2 2025, an estimated $670K.
DZ Bank first reported a position in MoneyLion Inc. in Q4 2024 and held it in 2 quarters.
DZ Bank's MoneyLion Inc. position peaked at $670K in Q1 2025.
1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.

Based on DZ Bank's 13F filing for Q2 2025, filed 14 Aug 2025.