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
Q2 		$4.56K Sell
135
-10
-7% -$324 ﹤0.01% 1178
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 $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

SHP Wealth Management's DB Position: Q2 2026 in Review

SHP Wealth Management reduced its Deutsche Bank (DB) stake by 6.9% in Q2 2026, selling an estimated $324 and leaving 135 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

SHP Wealth Management first reported a position in DB in Q4 2025 and has held it in 3 quarters since. 507 funds tracked by Wall St. Rank hold DB as of Q2 2026.

  • SHP Wealth Management held 135 shares of Deutsche Bank worth $4.56K as of Q2 2026.
  • SHP Wealth Management sold 10 Deutsche Bank shares in Q2 2026, an estimated $324.
  • Deutsche Bank made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1178 holding.
  • SHP Wealth Management first reported a position in Deutsche Bank in Q4 2025 and has held it in 3 quarters since.
  • 507 funds tracked by Wall St. Rank held Deutsche Bank as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.