Forum Financial Management’s Deutsche Bank DB Stock Holding History

Forum Financial 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	–	Sell	-94,166	Closed	-$3.63M	–	504
2025 Q4	$3.63M	Hold	94,166	–	–	0.05%	90
2025 Q3	$3.33M	Hold	94,166	–	–	0.05%	91
2025 Q2	$2.76M	Hold	94,166	–	–	0.04%	94
2025 Q1	$2.24M	Hold	94,166	–	–	0.04%	106
2024 Q4	$1.61M	Hold	94,166	–	–	0.03%	146
2024 Q3	$1.63M	Hold	94,166	–	–	0.03%	130
2024 Q2	$1.5M	Hold	94,166	–	–	0.03%	132
2024 Q1	$1.48M	Buy	94,166 +3,521	+4%	+$48.1K	0.03%	152
2023 Q4	$1.23M	Buy	90,645 +10,717	+13%	+$126K	0.02%	141
2023 Q3	$878K	Hold	79,928	–	–	0.02%	176
2023 Q2	$842K	Hold	79,928	–	–	0.02%	184
2023 Q1	$816K	Sell	79,928 -3,964	-5%	-$47.4K	0.02%	166
2022 Q4	$966K	Hold	83,892	–	–	0.03%	137
2022 Q3	$621K	Hold	83,892	–	–	0.03%	183
2022 Q2	$733K	Hold	83,892	–	–	0.04%	159
2022 Q1	$1.06M	Sell	83,892 -20	-0%	-$266	0.05%	118
2021 Q4	$1.05M	Buy	+83,912	New	+$1.07M	0.05%	120

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

Forum Financial Management's DB Position: Q1 2026 in Review

Forum Financial Management sold out of Deutsche Bank (DB) in Q1 2026, closing a stake of 94,166 shares — an estimated $3.63M sold.

Forum Financial Management first reported a position in DB in Q4 2021 and held it in 17 quarters. The position peaked at $3.63M in Q4 2025. 475 funds tracked by Wall St. Rank hold DB as of Q1 2026.

Forum Financial Management reported no remaining Deutsche Bank position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 94,166 Deutsche Bank shares in Q1 2026, an estimated $3.63M.
Forum Financial Management first reported a position in Deutsche Bank in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Deutsche Bank position peaked at $3.63M in Q4 2025.
475 funds tracked by Wall St. Rank held Deutsche Bank as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.