Valeo Financial Advisors’s Deutsche Bank DB Stock Holding History

Valeo 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	$329K	Buy	9,756 +2,943	+43%	+$95.4K	0.01%	590
2026 Q1	$203K	Sell	6,813 -4,051	-37%	-$143K	﹤0.01%	686
2025 Q4	$419K	Buy	10,864 +1,001	+10%	+$36.1K	0.01%	513
2025 Q3	$349K	Buy	9,863 +371	+4%	+$12.6K	0.01%	560
2025 Q2	$278K	Buy	+9,492	New	+$251K	0.01%	604
2019 Q2	–	Sell	-500	Closed	-$4K	–	1579
2019 Q1	$4K	Buy	+500	New	+$4.38K	﹤0.01%	1224
2018 Q4	–	Sell	-222	Closed	-$2K	–	1536
2018 Q3	$2K	Sell	222 -300	-57%	-$3.52K	﹤0.01%	1443
2018 Q2	$6K	Buy	+522	New	+$6.66K	﹤0.01%	1077

Other funds holding DB

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Valeo Financial Advisors's DB Position: Q2 2026 in Review

Valeo Financial Advisors increased its Deutsche Bank (DB) stake by 43% in Q2 2026, buying an estimated $95.4K and bringing the position to 9,756 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #590.

Valeo Financial Advisors first reported a position in DB in Q2 2018 and has held it in 8 quarters since. The position peaked at $419K in Q4 2025. 506 funds tracked by Wall St. Rank hold DB as of Q2 2026.

Valeo Financial Advisors held 9,756 shares of Deutsche Bank worth $329K as of Q2 2026.
Valeo Financial Advisors bought 2,943 Deutsche Bank shares in Q2 2026, an estimated $95.4K.
Deutsche Bank made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #590 holding.
Valeo Financial Advisors first reported a position in Deutsche Bank in Q2 2018 and has held it in 8 quarters since.
Valeo Financial Advisors's Deutsche Bank position peaked at $419K in Q4 2025.
506 funds tracked by Wall St. Rank held Deutsche Bank as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.