Root Financial Partners’s Deutsche Bank DB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$60K Buy
+1,671
New +$62.7K ﹤0.01% 993
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

Root Financial Partners's DB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Deutsche Bank (DB) in Q3 2026: 1,671 shares worth $60K. The stake represents ﹤0.01% of the portfolio and ranks #993 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DB as recently as Q1 2026.

Root Financial Partners first reported a position in DB in Q3 2025 and has held it in 4 quarters since. 415 funds tracked by Wall St. Rank hold DB as of Q3 2026.

  • Root Financial Partners held 1,671 shares of Deutsche Bank worth $60K as of Q3 2026.
  • Deutsche Bank was a new Root Financial Partners position in Q3 2026.
  • Deutsche Bank made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #993 holding.
  • Root Financial Partners first reported a position in Deutsche Bank in Q3 2025 and has held it in 4 quarters since.
  • 415 funds tracked by Wall St. Rank held Deutsche Bank as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.