GI
DB icon

Gradient Investments’s Deutsche Bank DB Stock Holding History

Gradient Investments’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
Q3 		$5.66M Sell
157,665
-3,324
-2% -$125K 0.08% 197
2026
Q2 		$5.43M Buy
160,989
+11,530
+8% +$374K 0.08% 194
2026
Q1 		$4.45M Buy
+149,459
New +$5.26M 0.07% 202
2014
Q2 		– Sell
-47
Closed -$2K – 514
2014
Q1 		$2K Buy
+47
New +$1.92K ﹤0.01% 438

Other funds holding DB

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Gradient Investments's DB Position: Q3 2026 in Review

Gradient Investments reduced its Deutsche Bank (DB) stake by 2.1% in Q3 2026, selling an estimated $125K and leaving 157,665 shares worth $5.66M. The position accounts for 0.08% of the portfolio, ranked #197.

Gradient Investments first reported a position in DB in Q1 2014 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold DB as of Q3 2026.

  • Gradient Investments held 157,665 shares of Deutsche Bank worth $5.66M as of Q3 2026.
  • Gradient Investments sold 3,324 Deutsche Bank shares in Q3 2026, an estimated $125K.
  • Deutsche Bank made up 0.08% of Gradient Investments's portfolio in Q3 2026, its #197 holding.
  • Gradient Investments first reported a position in Deutsche Bank in Q1 2014 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Deutsche Bank as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.