EverSource Wealth Advisors’s Deutsche Bank DB Stock Holding History

EverSource 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 Q2	$227K	Sell	6,720 -4,870	-42%	-$158K	0.01%	943
2026 Q1	$345K	Buy	11,590 +3,254	+39%	+$115K	0.01%	777
2025 Q4	$321K	Buy	8,336 +1,052	+14%	+$38K	0.01%	724
2025 Q3	$258K	Buy	7,284 +381	+6%	+$13K	0.01%	785
2025 Q2	$202K	Buy	6,903 +2,598	+60%	+$68.6K	0.01%	856
2025 Q1	$103K	Buy	4,305 +1,149	+36%	+$24.1K	0.01%	900
2024 Q4	$53.8K	Hold	3,156	–	–	﹤0.01%	1159
2024 Q3	$54.6K	Sell	3,156 -4,672	-60%	-$75K	﹤0.01%	1028
2024 Q2	$122K	Buy	7,828 +460	+6%	+$7.53K	0.01%	723
2024 Q1	$118K	Buy	7,368 +1,251	+20%	+$17.1K	0.01%	651
2023 Q4	$82.9K	Buy	6,117 +304	+5%	+$3.58K	0.01%	710
2023 Q3	$63.9K	Sell	5,813 -134	-2%	-$1.45K	0.01%	730
2023 Q2	$62.6K	Buy	5,947 +423	+8%	+$4.46K	0.01%	748
2023 Q1	$56.4K	Hold	5,524	–	–	0.01%	750
2022 Q4	$63.6K	Sell	5,524 -2,693	-33%	-$26.6K	0.01%	652
2022 Q3	$61K	Buy	8,217 +8,035	+4,415%	+$68.3K	0.01%	582
2022 Q2	$2K	Hold	182	–	–	﹤0.01%	1489
2022 Q1	$2K	Sell	182 -148	-45%	-$1.97K	﹤0.01%	1508
2021 Q4	$4K	Buy	+330	New	+$4.21K	﹤0.01%	1317

Other funds holding DB

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

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

CCM

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

EverSource Wealth Advisors's DB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Deutsche Bank (DB) stake by 42% in Q2 2026, selling an estimated $158K and leaving 6,720 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #943.

EverSource Wealth Advisors first reported a position in DB in Q4 2021 and has held it in 19 quarters since. The position peaked at $345K in Q1 2026. 501 funds tracked by Wall St. Rank hold DB as of Q2 2026.

EverSource Wealth Advisors held 6,720 shares of Deutsche Bank worth $227K as of Q2 2026.
EverSource Wealth Advisors sold 4,870 Deutsche Bank shares in Q2 2026, an estimated $158K.
Deutsche Bank made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #943 holding.
EverSource Wealth Advisors first reported a position in Deutsche Bank in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Deutsche Bank position peaked at $345K in Q1 2026.
501 funds tracked by Wall St. Rank held Deutsche Bank as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.