Global Retirement Partners’s Deutsche Bank DB Stock Holding History

Global Retirement Partners’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
2025 Q4	$1.15M	Buy	29,948 +12,981	+77%	+$468K	0.02%	614
2025 Q3	$601K	Buy	16,967 +15,947	+1,563%	+$544K	0.01%	705
2025 Q2	$29.9K	Buy	+1,020	New	+$26.9K	﹤0.01%	2061
2024 Q4	$4.88K	Hold	286	–	–	﹤0.01%	2692
2024 Q3	$4.96K	Sell	286 -34	-11%	-$546	﹤0.01%	2566
2024 Q2	$5.1K	Buy	320 +39	+14%	+$638	﹤0.01%	2604
2024 Q1	$4.43K	Hold	281	–	–	﹤0.01%	2445
2023 Q4	$3.61K	Hold	281	–	–	﹤0.01%	2452
2023 Q3	$2.95K	Hold	281	–	–	﹤0.01%	2387
2023 Q2	$2.96K	Buy	281 +5	+2%	+$53	﹤0.01%	2397
2023 Q1	$2.88K	Hold	276	–	–	﹤0.01%	2371
2022 Q4	$3.17K	Hold	276	–	–	﹤0.01%	2190
2022 Q3	$3K	Buy	276 +28	+11%	+$238	﹤0.01%	2084
2022 Q2	$2K	Hold	248	–	–	﹤0.01%	2178
2022 Q1	$3K	Buy	+248	New	+$3.3K	﹤0.01%	2041

Other funds holding DB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors

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

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

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

DekaBank Deutsche Girozentrale

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return