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Root Financial Partners’s Deutsche Bank DB Stock Holding History

Root Financial Partners’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 		– Sell
-369
Closed -$11K – 1084
2026
Q1 		$11K Sell
369
-323
-47% -$11.4K ﹤0.01% 1641
2025
Q4 		$26.7K Sell
692
-80
-10% -$2.89K ﹤0.01% 1022
2025
Q3 		$27.3K Buy
+772
New +$26.3K ﹤0.01% 948

Other funds holding DB

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fisher Asset Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Root Financial Partners's DB Position: Q2 2026 in Review

Root Financial Partners sold out of Deutsche Bank (DB) in Q2 2026, closing a stake of 369 shares — an estimated $11K sold.

Root Financial Partners first reported a position in DB in Q3 2025 and held it in 3 quarters. The position peaked at $27.3K in Q3 2025. 506 funds tracked by Wall St. Rank hold DB as of Q2 2026.

  • Root Financial Partners reported no remaining Deutsche Bank position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 369 Deutsche Bank shares in Q2 2026, an estimated $11K.
  • Root Financial Partners first reported a position in Deutsche Bank in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Deutsche Bank position peaked at $27.3K in Q3 2025.
  • 506 funds tracked by Wall St. Rank held Deutsche Bank as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.