Venturi Wealth Management’s Deutsche Bank DB Stock Holding History

Venturi Wealth Management’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	$684K	Sell	20,261 -12,258	-38%	-$397K	0.03%	308
2026 Q1	$968K	Sell	32,519 -8,555	-21%	-$301K	0.04%	207
2025 Q4	$1.58M	Buy	41,074 +4,148	+11%	+$150K	0.07%	146
2025 Q3	$1.31M	Sell	36,926 -5,543	-13%	-$189K	0.06%	160
2025 Q2	$1.24M	Buy	42,469 +509	+1%	+$13.4K	0.06%	174
2025 Q1	$1,000K	Buy	41,960 +8,970	+27%	+$188K	0.05%	204
2024 Q4	$562K	Buy	32,990 +513	+2%	+$8.82K	0.03%	319
2024 Q3	$562K	Buy	32,477 +454	+1%	+$7.29K	0.03%	273
2024 Q2	$510K	Buy	+32,023	New	+$524K	0.03%	282

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

Venturi Wealth Management's DB Position: Q2 2026 in Review

Venturi Wealth Management reduced its Deutsche Bank (DB) stake by 38% in Q2 2026, selling an estimated $397K and leaving 20,261 shares worth $684K. The position accounts for 0.03% of the portfolio, ranked #308.

Venturi Wealth Management first reported a position in DB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.58M in Q4 2025. 506 funds tracked by Wall St. Rank hold DB as of Q2 2026.

Venturi Wealth Management held 20,261 shares of Deutsche Bank worth $684K as of Q2 2026.
Venturi Wealth Management sold 12,258 Deutsche Bank shares in Q2 2026, an estimated $397K.
Deutsche Bank made up 0.03% of Venturi Wealth Management's portfolio in Q2 2026, its #308 holding.
Venturi Wealth Management first reported a position in Deutsche Bank in Q2 2024 and has held it in 9 quarters since.
Venturi Wealth Management's Deutsche Bank position peaked at $1.58M in Q4 2025.
506 funds tracked by Wall St. Rank held Deutsche Bank as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.