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Toth Financial Advisory’s Deutsche Bank DB Stock Holding History

Toth Financial Advisory’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
Q3 		$158K Hold
4,400
– – 0.02% 250
2026
Q2 		$149K Sell
4,400
-2,700
-38% -$87.5K 0.01% 259
2026
Q1 		$211K Sell
7,100
-900
-11% -$31.7K 0.02% 214
2025
Q4 		$308K Buy
8,000
+400
+5% +$14.4K 0.03% 192
2025
Q3 		$269K Buy
7,600
+2,600
+52% +$88.6K 0.03% 205
2025
Q2 		$146K Sell
5,000
-1,700
-25% -$44.9K 0.02% 219
2025
Q1 		$160K Hold
6,700
– – 0.02% 214
2024
Q4 		$114K Sell
6,700
-18,500
-73% -$318K 0.01% 229
2024
Q3 		$436K Sell
25,200
-40,850
-62% -$656K 0.05% 167
2024
Q2 		$1.05M Buy
66,050
+2,800
+4% +$45.8K 0.13% 118
2024
Q1 		$997K Hold
63,250
– – 0.12% 124
2023
Q4 		$857K Buy
63,250
+6,400
+11% +$75.3K 0.12% 126
2023
Q3 		$625K Buy
56,850
+33,350
+142% +$361K 0.1% 134
2023
Q2 		$247K Buy
+23,500
New +$248K 0.04% 184

Other funds holding DB

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Toth Financial Advisory's DB Position: Q3 2026 in Review

Toth Financial Advisory held its Deutsche Bank (DB) position steady in Q3 2026 at 4,400 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #250.

Toth Financial Advisory first reported a position in DB in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.05M in Q2 2024. 17 funds tracked by Wall St. Rank hold DB as of Q3 2026.

  • Toth Financial Advisory held 4,400 shares of Deutsche Bank worth $158K as of Q3 2026.
  • Toth Financial Advisory left its Deutsche Bank share count unchanged in Q3 2026.
  • Deutsche Bank made up 0.02% of Toth Financial Advisory's portfolio in Q3 2026, its #250 holding.
  • Toth Financial Advisory first reported a position in Deutsche Bank in Q2 2023 and has held it in 14 quarters since.
  • Toth Financial Advisory's Deutsche Bank position peaked at $1.05M in Q2 2024.
  • 17 funds tracked by Wall St. Rank held Deutsche Bank as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.