LVW Advisors
DB icon

LVW Advisors’s Deutsche Bank DB Stock Holding History

LVW 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
Q3 		$324K Sell
9,030
-3
-0% -$113 0.03% 345
2026
Q2 		$305K Sell
9,033
-4,030
-31% -$131K 0.03% 346
2026
Q1 		$389K Sell
13,063
-3,415
-21% -$120K 0.04% 265
2025
Q4 		$635K Sell
16,478
-3,669
-18% -$132K 0.06% 154
2025
Q3 		$713K Sell
20,147
-1,274
-6% -$43.4K 0.07% 143
2025
Q2 		$627K Sell
21,421
-1,348
-6% -$35.6K 0.07% 166
2025
Q1 		$543K Buy
22,769
+4,660
+26% +$97.7K 0.06% 162
2024
Q4 		$309K Sell
18,109
-881
-5% -$15.1K 0.04% 245
2024
Q3 		$329K Sell
18,990
-2,227
-10% -$35.8K 0.04% 230
2024
Q2 		$338K Buy
+21,217
New +$347K 0.05% 214

Other funds holding DB

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

LVW Advisors's DB Position: Q3 2026 in Review

LVW Advisors reduced its Deutsche Bank (DB) stake by 0.03% in Q3 2026, selling an estimated $113 and leaving 9,030 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #345.

LVW Advisors first reported a position in DB in Q2 2024 and has held it in 10 quarters since. The position peaked at $713K in Q3 2025. 415 funds tracked by Wall St. Rank hold DB as of Q3 2026.

  • LVW Advisors held 9,030 shares of Deutsche Bank worth $324K as of Q3 2026.
  • LVW Advisors sold 3 Deutsche Bank shares in Q3 2026, an estimated $113.
  • Deutsche Bank made up 0.03% of LVW Advisors's portfolio in Q3 2026, its #345 holding.
  • LVW Advisors first reported a position in Deutsche Bank in Q2 2024 and has held it in 10 quarters since.
  • LVW Advisors's Deutsche Bank position peaked at $713K in Q3 2025.
  • 415 funds tracked by Wall St. Rank held Deutsche Bank as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.