SWM
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SHP Wealth Management’s Deutsche Bank DB Stock Holding History

SHP Wealth Management’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 		$4.32K Buy
145
+53
+58% +$1.87K ﹤0.01% 1104
2025
Q4 		$3.54K Buy
+92
New +$3.32K ﹤0.01% 1041

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 $367B AUM 31.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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

SHP Wealth Management's DB Position: Q1 2026 in Review

SHP Wealth Management increased its Deutsche Bank (DB) stake by 58% in Q1 2026, buying an estimated $1.87K and bringing the position to 145 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

SHP Wealth Management first reported a position in DB in Q4 2025 and has held it in 2 quarters since. 473 funds tracked by Wall St. Rank hold DB as of Q1 2026.

  • SHP Wealth Management held 145 shares of Deutsche Bank worth $4.32K as of Q1 2026.
  • SHP Wealth Management bought 53 Deutsche Bank shares in Q1 2026, an estimated $1.87K.
  • Deutsche Bank made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1104 holding.
  • SHP Wealth Management first reported a position in Deutsche Bank in Q4 2025 and has held it in 2 quarters since.
  • 473 funds tracked by Wall St. Rank held Deutsche Bank as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.