Summit Securities Group’s Deutsche Bank DB Stock Holding History

Summit Securities Group’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	$14.9K	Sell	500 -3,300	-87%	-$116K	0.01%	586
2025 Q4	$147K	Sell	3,800 -20,399	-84%	-$736K	0.03%	389
2025 Q3	$857K	Buy	24,199 +7,213	+42%	+$246K	0.28%	116
2025 Q2	$497K	Buy	16,986 +1,263	+8%	+$33.4K	0.18%	145
2025 Q1	$375K	Buy	+15,723	New	+$330K	0.26%	130
2024 Q4	–	Sell	-600	Closed	-$10K	–	700
2024 Q3	$10K	Hold	600	–	–	0.01%	376
2024 Q2	$10K	Buy	+600	New	+$9.82K	﹤0.01%	439
2023 Q3	–	Sell	-400	Closed	-$4K	–	672
2023 Q2	$4K	Buy	+400	New	+$4.21K	﹤0.01%	823
2018 Q1	–	Sell	-27,400	Closed	-$521K	–	170
2017 Q4	$521K	Sell	27,400 -17,800	-39%	-$321K	0.13%	95
2017 Q3	$781K	Sell	45,200 -43,900	-49%	-$761K	0.36%	74
2017 Q2	$1.58M	Buy	+89,100	New	+$1.58M	0.49%	41
2015 Q4	–	Sell	-224	Closed	-$5K	–	320
2015 Q3	$5K	Sell	224 -8,736	-98%	-$241K	﹤0.01%	286
2015 Q2	$241K	Buy	+8,960	New	+$260K	0.12%	65
2015 Q1	–	Sell	-4,704	Closed	-$126K	–	430
2014 Q4	$126K	Sell	4,704 -5,152	-52%	-$145K	0.04%	247
2014 Q3	$307K	Sell	9,856 -1,878	-16%	-$58.2K	0.09%	162
2014 Q2	$369K	Buy	+11,734	New	+$419K	0.13%	109

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