Farther Finance Advisors’s Deutsche Bank DB Stock Holding History

Farther Finance 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	$369K	Buy	12,104 +2,729	+29%	+$96.1K	﹤0.01%	1606
2025 Q4	$361K	Buy	9,375 +5,843	+165%	+$211K	﹤0.01%	1523
2025 Q3	$125K	Buy	3,532 +1,145	+48%	+$39K	﹤0.01%	1892
2025 Q2	$69.9K	Buy	2,387 +758	+47%	+$20K	﹤0.01%	1957
2025 Q1	$39.1K	Buy	1,629 +800	+97%	+$16.8K	﹤0.01%	2022
2024 Q4	$14.1K	Buy	829 +214	+35%	+$3.68K	﹤0.01%	2225
2024 Q3	$10.7K	Buy	615 +95	+18%	+$1.53K	﹤0.01%	2340
2024 Q2	$8.64K	Buy	520 +368	+242%	+$6.02K	﹤0.01%	2140
2024 Q1	$2.39K	Sell	152 -27	-15%	-$369	﹤0.01%	2414
2023 Q4	$2.42K	Buy	179 +38	+27%	+$447	﹤0.01%	2349
2023 Q3	$1.55K	Buy	141 +114	+422%	+$1.23K	﹤0.01%	1948
2023 Q2	$284	Hold	27	–	–	﹤0.01%	2296
2023 Q1	$276	Hold	27	–	–	﹤0.01%	2140
2022 Q4	$311	Buy	+27	New	+$266	﹤0.01%	1941

Other funds holding DB

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return