Sequoia Financial Advisors’s Deutsche Bank DB Stock Holding History

Sequoia Financial 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
2026 Q1	$1.31M	Buy	43,863 +20,396	+87%	+$718K	0.01%	778
2025 Q4	$905K	Sell	23,467 -433	-2%	-$15.6K	0.01%	939
2025 Q3	$846K	Buy	23,900 +7,146	+43%	+$244K	0.01%	863
2025 Q2	$491K	Buy	16,754 +1,665	+11%	+$44K	﹤0.01%	1006
2025 Q1	$360K	Buy	15,089 +900	+6%	+$18.9K	﹤0.01%	993
2024 Q4	$242K	Buy	14,189 +537	+4%	+$9.23K	﹤0.01%	1128
2024 Q3	$236K	Buy	13,652 +26	+0.2%	+$418	﹤0.01%	1093
2024 Q2	$217K	Buy	13,626 +86	+0.6%	+$1.41K	﹤0.01%	1062
2024 Q1	$214K	Sell	13,540 -269	-2%	-$3.68K	﹤0.01%	1028
2023 Q4	$187K	Buy	13,809 +2,316	+20%	+$27.3K	﹤0.01%	1115
2023 Q3	$126K	Sell	11,493 -650	-5%	-$7.03K	﹤0.01%	899
2023 Q2	$128K	Sell	12,143 -503	-4%	-$5.3K	﹤0.01%	898
2023 Q1	$129K	Buy	12,646 +2,628	+26%	+$31.4K	﹤0.01%	791
2022 Q4	$115K	Buy	+10,018	New	+$98.8K	﹤0.01%	764

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Fisher Asset Management

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

Capital World Investors

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

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

Capital International Investors

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

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