IAA
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Independent Advisor Alliance’s Deutsche Bank DB Stock Holding History

Independent Advisor Alliance’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 		$215K Sell
6,360
-707
-10% -$22.9K 0.01% 951
2026
Q1 		$210K Buy
7,067
+527
+8% +$18.6K ﹤0.01% 1474
2025
Q4 		$252K Sell
6,540
-207
-3% -$7.47K 0.01% 853
2025
Q3 		$239K Buy
+6,747
New +$230K 0.01% 833

Other funds holding DB

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fisher Asset Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Independent Advisor Alliance's DB Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Deutsche Bank (DB) stake by 10% in Q2 2026, selling an estimated $22.9K and leaving 6,360 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #951.

Independent Advisor Alliance first reported a position in DB in Q3 2025 and has held it in 4 quarters since. The position peaked at $252K in Q4 2025. 506 funds tracked by Wall St. Rank hold DB as of Q2 2026.

  • Independent Advisor Alliance held 6,360 shares of Deutsche Bank worth $215K as of Q2 2026.
  • Independent Advisor Alliance sold 707 Deutsche Bank shares in Q2 2026, an estimated $22.9K.
  • Deutsche Bank made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #951 holding.
  • Independent Advisor Alliance first reported a position in Deutsche Bank in Q3 2025 and has held it in 4 quarters since.
  • Independent Advisor Alliance's Deutsche Bank position peaked at $252K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Deutsche Bank as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.