JFS Wealth Advisors’s Deutsche Bank DB Stock Holding History

JFS Wealth Advisors’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	$31.4K	Hold	930	–	–	﹤0.01%	643
2026 Q1	$27.7K	Hold	930	–	–	﹤0.01%	661
2025 Q4	$35.9K	Hold	930	–	–	﹤0.01%	606
2025 Q3	$32.9K	Hold	930	–	–	﹤0.01%	586
2025 Q2	$27.2K	Hold	930	–	–	﹤0.01%	590
2025 Q1	$22.2K	Hold	930	–	–	﹤0.01%	638
2024 Q4	$15.9K	Buy	930 +59	+7%	+$1.01K	﹤0.01%	704
2024 Q3	$15.1K	Buy	871 +345	+66%	+$5.54K	﹤0.01%	716
2024 Q2	$8.38K	Hold	526	–	–	﹤0.01%	851
2024 Q1	$8.3K	Hold	526	–	–	﹤0.01%	879
2023 Q4	$7.13K	Hold	526	–	–	﹤0.01%	912
2023 Q3	$5.78K	Hold	526	–	–	﹤0.01%	932
2023 Q2	$5.54K	Sell	526 -45	-8%	-$474	﹤0.01%	955
2023 Q1	$5.83K	Sell	571 -22	-4%	-$263	﹤0.01%	925
2022 Q4	$6.83K	Buy	593 +540	+1,019%	+$5.33K	﹤0.01%	865
2022 Q3	$0	Sell	53 -621	-92%	-$5.28K	﹤0.01%	1779
2022 Q2	$6K	Buy	674 +123	+22%	+$1.31K	﹤0.01%	921
2022 Q1	$7K	Buy	551 +442	+406%	+$5.88K	﹤0.01%	910
2021 Q4	$1K	Buy	+109	New	+$1.39K	﹤0.01%	1322
2016 Q2	–	Sell	-62	Closed	-$1K	–	525
2016 Q1	$1K	Hold	62	–	–	﹤0.01%	563
2015 Q4	$1K	Hold	62	–	–	﹤0.01%	517
2015 Q3	$1K	Buy	+62	New	+$1.71K	﹤0.01%	452

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

JFS Wealth Advisors's DB Position: Q2 2026 in Review

JFS Wealth Advisors held its Deutsche Bank (DB) position steady in Q2 2026 at 930 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

JFS Wealth Advisors first reported a position in DB in Q3 2015 and has held it in 22 quarters since. The position peaked at $35.9K in Q4 2025. 501 funds tracked by Wall St. Rank hold DB as of Q2 2026.

JFS Wealth Advisors held 930 shares of Deutsche Bank worth $31.4K as of Q2 2026.
JFS Wealth Advisors left its Deutsche Bank share count unchanged in Q2 2026.
Deutsche Bank made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #643 holding.
JFS Wealth Advisors first reported a position in Deutsche Bank in Q3 2015 and has held it in 22 quarters since.
JFS Wealth Advisors's Deutsche Bank position peaked at $35.9K in Q4 2025.
501 funds tracked by Wall St. Rank held Deutsche Bank as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.