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 $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