EWP
DB icon

Elevation Wealth Partners’s Deutsche Bank DB Stock Holding History

Elevation Wealth Partners’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 		$10.8K Hold
301
– – ﹤0.01% 867
2026
Q2 		$10.2K Buy
+301
New +$9.76K ﹤0.01% 802

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GI
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VCM
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FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MHR
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MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Elevation Wealth Partners's DB Position: Q3 2026 in Review

Elevation Wealth Partners held its Deutsche Bank (DB) position steady in Q3 2026 at 301 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Elevation Wealth Partners first reported a position in DB in Q2 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold DB as of Q3 2026.

  • Elevation Wealth Partners held 301 shares of Deutsche Bank worth $10.8K as of Q3 2026.
  • Elevation Wealth Partners left its Deutsche Bank share count unchanged in Q3 2026.
  • Deutsche Bank made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #867 holding.
  • Elevation Wealth Partners first reported a position in Deutsche Bank in Q2 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Deutsche Bank as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.