Kingswood Wealth Advisors’s Deutsche Bank DB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$213K Buy
+6,308
New +$204K 0.01% 920
2026
Q1
Sell
-6,520
Closed -$251K 938
2025
Q4
$251K Buy
+6,520
New +$235K 0.01% 742

Other funds holding DB

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

Kingswood Wealth Advisors opened a new position in Deutsche Bank (DB) in Q2 2026: 6,308 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #920 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in DB as recently as Q4 2025.

Kingswood Wealth Advisors first reported a position in DB in Q4 2025 and has held it in 2 quarters since. The position peaked at $251K in Q4 2025. 504 funds tracked by Wall St. Rank hold DB as of Q2 2026.

  • Kingswood Wealth Advisors held 6,308 shares of Deutsche Bank worth $213K as of Q2 2026.
  • Deutsche Bank was a new Kingswood Wealth Advisors position in Q2 2026.
  • Deutsche Bank made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #920 holding.
  • Kingswood Wealth Advisors first reported a position in Deutsche Bank in Q4 2025 and has held it in 2 quarters since.
  • Kingswood Wealth Advisors's Deutsche Bank position peaked at $251K in Q4 2025.
  • 504 funds tracked by Wall St. Rank held Deutsche Bank as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.