Heritage Family Offices’s Deutsche Bank DB Stock Holding History

Heritage Family Offices’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 Q2	–	Sell	-6,888	Closed	-$205K	–	241
2026 Q1	$205K	Sell	6,888 -6,418	-48%	-$226K	0.09%	189
2025 Q4	$513K	Buy	+13,306	New	+$480K	0.23%	96

Other funds holding DB

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heritage Family Offices's DB Position: Q2 2026 in Review

Heritage Family Offices sold out of Deutsche Bank (DB) in Q2 2026, closing a stake of 6,888 shares — an estimated $205K sold.

Heritage Family Offices first reported a position in DB in Q4 2025 and held it in 2 quarters. The position peaked at $513K in Q4 2025. 501 funds tracked by Wall St. Rank hold DB as of Q2 2026.

Heritage Family Offices reported no remaining Deutsche Bank position as of Q2 2026 after selling out during the quarter.
Heritage Family Offices sold 6,888 Deutsche Bank shares in Q2 2026, an estimated $205K.
Heritage Family Offices first reported a position in Deutsche Bank in Q4 2025 and held it in 2 quarters.
Heritage Family Offices's Deutsche Bank position peaked at $513K in Q4 2025.
501 funds tracked by Wall St. Rank held Deutsche Bank as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.