SMART Wealth’s Deutsche Bank DB Stock Holding History

SMART Wealth’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
2025 Q4	–	Sell	-5,780	Closed	-$205K	–	193
2025 Q3	$205K	Buy	+5,780	New	+$197K	0.08%	139

Other funds holding DB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

SMART Wealth's DB Position: Q4 2025 in Review

SMART Wealth sold out of Deutsche Bank (DB) in Q4 2025, closing a stake of 5,780 shares — an estimated $205K sold.

SMART Wealth first reported a position in DB in Q3 2025 and held it in 1 quarter. The position peaked at $205K in Q3 2025. 489 funds tracked by Wall St. Rank hold DB as of Q4 2025.

SMART Wealth reported no remaining Deutsche Bank position as of Q4 2025 after selling out during the quarter.
SMART Wealth sold 5,780 Deutsche Bank shares in Q4 2025, an estimated $205K.
SMART Wealth first reported a position in Deutsche Bank in Q3 2025 and held it in 1 quarter.
SMART Wealth's Deutsche Bank position peaked at $205K in Q3 2025.
489 funds tracked by Wall St. Rank held Deutsche Bank as of Q4 2025.

Based on SMART Wealth's 13F filing for Q4 2025, filed 26 Jan 2026.