Institute for Wealth Management’s Deutsche Bank DB Stock Holding History

Institute for Wealth 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 Q2	$221K	Buy	+6,533	New	+$212K	0.02%	493
2026 Q1	–	Sell	-6,533	Closed	-$252K	–	552
2025 Q4	$252K	Sell	6,533 -185	-3%	-$6.68K	0.03%	481
2025 Q3	$238K	Buy	+6,718	New	+$229K	0.02%	512
2021 Q1	–	Sell	-11,804	Closed	-$129K	–	475
2020 Q4	$129K	Hold	11,804	–	–	0.03%	436
2020 Q3	$99K	Hold	11,804	–	–	0.02%	411
2020 Q2	$112K	Buy	11,804 +226	+2%	+$1.75K	0.03%	414
2020 Q1	$74K	Hold	11,578	–	–	0.02%	396
2019 Q4	$90K	Buy	11,578 +348	+3%	+$2.61K	0.02%	482
2019 Q3	$84K	Buy	+11,230	New	+$85.5K	0.02%	413

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

Institute for Wealth Management's DB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Deutsche Bank (DB) in Q2 2026: 6,533 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #493 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in DB as recently as Q4 2025.

Institute for Wealth Management first reported a position in DB in Q3 2019 and has held it in 9 quarters since. The position peaked at $252K in Q4 2025. 501 funds tracked by Wall St. Rank hold DB as of Q2 2026.

Institute for Wealth Management held 6,533 shares of Deutsche Bank worth $221K as of Q2 2026.
Deutsche Bank was a new Institute for Wealth Management position in Q2 2026.
Deutsche Bank made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #493 holding.
Institute for Wealth Management first reported a position in Deutsche Bank in Q3 2019 and has held it in 9 quarters since.
Institute for Wealth Management's Deutsche Bank position peaked at $252K in Q4 2025.
501 funds tracked by Wall St. Rank held Deutsche Bank as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.