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Mount Yale Investment Advisors’s Deutsche Bank DB Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-82
Closed -$2.4K – 885
2025
Q2 		$2.4K Buy
+82
New +$2.17K ﹤0.01% 1315

Other funds holding DB

Deutsche Bank
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Mount Yale Investment Advisors's DB Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Deutsche Bank (DB) in Q3 2025, closing a stake of 82 shares — an estimated $2.4K sold.

Mount Yale Investment Advisors first reported a position in DB in Q2 2025 and held it in 1 quarter. The position peaked at $2.4K in Q2 2025. 430 funds tracked by Wall St. Rank hold DB as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Deutsche Bank position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 82 Deutsche Bank shares in Q3 2025, an estimated $2.4K.
  • Mount Yale Investment Advisors first reported a position in Deutsche Bank in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Deutsche Bank position peaked at $2.4K in Q2 2025.
  • 430 funds tracked by Wall St. Rank held Deutsche Bank as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.