EP Wealth Advisors’s Deutsche Bank DB Stock Holding History

EP Wealth Advisors’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	–	Sell	-6,399	Closed	-$247K	–	1515
2025 Q4	$247K	Buy	+6,399	New	+$231K	﹤0.01%	1253

Other funds holding DB

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EP Wealth Advisors's DB Position: Q1 2026 in Review

EP Wealth Advisors sold out of Deutsche Bank (DB) in Q1 2026, closing a stake of 6,399 shares — an estimated $247K sold.

EP Wealth Advisors first reported a position in DB in Q4 2025 and held it in 1 quarter. The position peaked at $247K in Q4 2025. 475 funds tracked by Wall St. Rank hold DB as of Q1 2026.

EP Wealth Advisors reported no remaining Deutsche Bank position as of Q1 2026 after selling out during the quarter.
EP Wealth Advisors sold 6,399 Deutsche Bank shares in Q1 2026, an estimated $247K.
EP Wealth Advisors first reported a position in Deutsche Bank in Q4 2025 and held it in 1 quarter.
EP Wealth Advisors's Deutsche Bank position peaked at $247K in Q4 2025.
475 funds tracked by Wall St. Rank held Deutsche Bank as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.