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	–	1580
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

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $289M AUM

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return