Legacy Financial Advisors’s Deutsche Bank DB Stock Holding History

Legacy Financial 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 Q1	$205K	Sell	6,898 -1,230	-15%	-$43.3K	0.03%	393
2025 Q4	$313K	Sell	8,128 -266	-3%	-$9.6K	0.04%	308
2025 Q3	$297K	Buy	8,394 +1,412	+20%	+$48.1K	0.04%	321
2025 Q2	$204K	Buy	+6,982	New	+$184K	0.03%	334
2023 Q4	–	Sell	-26,342	Closed	-$289K	–	302
2023 Q3	$289K	Buy	26,342 +1,131	+4%	+$12.2K	0.06%	206
2023 Q2	$265K	Buy	25,211 +1,109	+5%	+$11.7K	0.05%	210
2023 Q1	$246K	Buy	24,102 +2,538	+12%	+$30.3K	0.05%	214
2022 Q4	$248K	Buy	21,564 +685	+3%	+$6.76K	0.05%	202
2022 Q3	$155K	Buy	20,879 +334	+2%	+$2.84K	0.04%	213
2022 Q2	$180K	Sell	20,545 -7,457	-27%	-$79.6K	0.04%	211
2022 Q1	$354K	Buy	+28,002	New	+$372K	0.08%	147
2018 Q2	–	Sell	-25	Closed	–	–	933
2018 Q1	$0	Hold	25	–	–	﹤0.01%	838
2017 Q4	$0	Buy	+25	New	+$451	﹤0.01%	822

Other funds holding DB

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return