Montag & Associates’s Deutsche Bank DB Stock Holding History

Montag & Associates’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
2025 Q4	–	Sell	-47	Closed	-$1.67K	–	1016
2025 Q3	$1.67K	Buy	+47	New	+$1.6K	﹤0.01%	942

Other funds holding DB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Montag & Associates's DB Position: Q4 2025 in Review

Montag & Associates sold out of Deutsche Bank (DB) in Q4 2025, closing a stake of 47 shares — an estimated $1.67K sold.

Montag & Associates first reported a position in DB in Q3 2025 and held it in 1 quarter. The position peaked at $1.67K in Q3 2025. 492 funds tracked by Wall St. Rank hold DB as of Q4 2025.

Montag & Associates reported no remaining Deutsche Bank position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 47 Deutsche Bank shares in Q4 2025, an estimated $1.67K.
Montag & Associates first reported a position in Deutsche Bank in Q3 2025 and held it in 1 quarter.
Montag & Associates's Deutsche Bank position peaked at $1.67K in Q3 2025.
492 funds tracked by Wall St. Rank held Deutsche Bank as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.