Evelyn Partners Investment Management
DB icon

Evelyn Partners Investment Management’s Deutsche Bank DB Stock Holding History

Evelyn Partners Investment 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 		$123K Hold
4,250
– – ﹤0.01% 230
2025
Q4 		$165K Hold
4,250
– – ﹤0.01% 213
2025
Q3 		$149K Sell
4,250
-1,250
-23% -$42.6K ﹤0.01% 218
2025
Q2 		$163K Hold
5,500
– – 0.01% 209
2025
Q1 		$130K Sell
5,500
-300
-5% -$6.29K ﹤0.01% 223
2024
Q4 		$99.9K Buy
+5,800
New +$99.7K ﹤0.01% 234

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Evelyn Partners Investment Management's DB Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Deutsche Bank (DB) position steady in Q1 2026 at 4,250 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Evelyn Partners Investment Management first reported a position in DB in Q4 2024 and has held it in 6 quarters since. The position peaked at $165K in Q4 2025. 476 funds tracked by Wall St. Rank hold DB as of Q1 2026.

  • Evelyn Partners Investment Management held 4,250 shares of Deutsche Bank worth $123K as of Q1 2026.
  • Evelyn Partners Investment Management left its Deutsche Bank share count unchanged in Q1 2026.
  • Deutsche Bank made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #230 holding.
  • Evelyn Partners Investment Management first reported a position in Deutsche Bank in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Deutsche Bank position peaked at $165K in Q4 2025.
  • 476 funds tracked by Wall St. Rank held Deutsche Bank as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.