UCFA
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United Capital Financial Advisors’s Deutsche Bank DB Stock Holding History

United Capital Financial Advisors’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 		$653K Sell
19,335
-7,022
-27% -$228K ﹤0.01% 989
2026
Q1 		$785K Sell
26,357
-2,798
-10% -$98.6K ﹤0.01% 859
2025
Q4 		$1.12M Buy
29,155
+1,109
+4% +$40K 0.01% 697
2025
Q3 		$993K Buy
28,046
+788
+3% +$26.9K 0.01% 637
2025
Q2 		$798K Buy
27,258
+1,534
+6% +$40.5K 0.01% 656
2025
Q1 		$613K Buy
25,724
+1,807
+8% +$37.9K 0.01% 690
2024
Q4 		$408K Buy
23,917
+241
+1% +$4.14K ﹤0.01% 791
2024
Q3 		$410K Sell
23,676
-1,262
-5% -$20.3K ﹤0.01% 783
2024
Q2 		$398K Buy
24,938
+12,847
+106% +$210K ﹤0.01% 770
2024
Q1 		$191K Sell
12,091
-386
-3% -$5.28K ﹤0.01% 1027
2023
Q4 		$169K Buy
+12,477
New +$147K ﹤0.01% 1012
2016
Q1 		– Sell
-39,521
Closed -$852K – 1226
2015
Q4 		$852K Buy
39,521
+24,605
+165% +$585K 0.01% 735
2015
Q3 		$359K Sell
14,916
-1,573
-10% -$43.5K ﹤0.01% 1005
2015
Q2 		$444K Buy
16,489
+238
+1% +$6.91K 0.01% 957
2015
Q1 		$466K Sell
16,251
-1,485
-8% -$41.6K 0.01% 917
2014
Q4 		$475K Sell
17,736
-3,360
-16% -$94.3K 0.01% 840
2014
Q3 		$657K Buy
21,096
+1,785
+9% +$55.3K 0.01% 717
2014
Q2 		$607K Buy
+19,311
New +$689K 0.01% 652
2013
Q4 		– Sell
-12,044
Closed -$471K – 663
2013
Q3 		$471K Buy
+12,044
New +$464K 0.02% 454

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

United Capital Financial Advisors's DB Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Deutsche Bank (DB) stake by 27% in Q2 2026, selling an estimated $228K and leaving 19,335 shares worth $653K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

United Capital Financial Advisors first reported a position in DB in Q3 2013 and has held it in 19 quarters since. The position peaked at $1.12M in Q4 2025. 504 funds tracked by Wall St. Rank hold DB as of Q2 2026.

  • United Capital Financial Advisors held 19,335 shares of Deutsche Bank worth $653K as of Q2 2026.
  • United Capital Financial Advisors sold 7,022 Deutsche Bank shares in Q2 2026, an estimated $228K.
  • Deutsche Bank made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #989 holding.
  • United Capital Financial Advisors first reported a position in Deutsche Bank in Q3 2013 and has held it in 19 quarters since.
  • United Capital Financial Advisors's Deutsche Bank position peaked at $1.12M in Q4 2025.
  • 504 funds tracked by Wall St. Rank held Deutsche Bank as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.