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 Q2	$220K	Sell	6,526 -372	-5%	-$12.1K	0.03%	403
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 $344B AUM 42.99% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 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

Legacy Financial Advisors's DB Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Deutsche Bank (DB) stake by 5.4% in Q2 2026, selling an estimated $12.1K and leaving 6,526 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #403.

Legacy Financial Advisors first reported a position in DB in Q4 2017 and has held it in 14 quarters since. The position peaked at $354K in Q1 2022. 506 funds tracked by Wall St. Rank hold DB as of Q2 2026.

Legacy Financial Advisors held 6,526 shares of Deutsche Bank worth $220K as of Q2 2026.
Legacy Financial Advisors sold 372 Deutsche Bank shares in Q2 2026, an estimated $12.1K.
Deutsche Bank made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #403 holding.
Legacy Financial Advisors first reported a position in Deutsche Bank in Q4 2017 and has held it in 14 quarters since.
Legacy Financial Advisors's Deutsche Bank position peaked at $354K in Q1 2022.
506 funds tracked by Wall St. Rank held Deutsche Bank as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.