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 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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Root Financial Partners's DB Position: Q1 2026 in Review

Root Financial Partners reduced its Deutsche Bank (DB) stake by 47% in Q1 2026, selling an estimated $11.4K and leaving 369 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Root Financial Partners first reported a position in DB in Q3 2025 and has held it in 3 quarters since. The position peaked at $27.3K in Q3 2025. 473 funds tracked by Wall St. Rank hold DB as of Q1 2026.

Root Financial Partners held 369 shares of Deutsche Bank worth $11K as of Q1 2026.
Root Financial Partners sold 323 Deutsche Bank shares in Q1 2026, an estimated $11.4K.
Deutsche Bank made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1641 holding.
Root Financial Partners first reported a position in Deutsche Bank in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's Deutsche Bank position peaked at $27.3K in Q3 2025.
473 funds tracked by Wall St. Rank held Deutsche Bank as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.