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Wealthspire Advisors (New York)’s Deutsche Bank DB Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		– Sell
-6,969
Closed -$269K – 976
2025
Q4 		$269K Buy
6,969
+6,722
+2,721% +$243K ﹤0.01% 854
2025
Q3 		$8.75K Buy
+247
New +$8.42K ﹤0.01% 2083
2025
Q1 		– Sell
-110,330
Closed -$1.88M – 801
2024
Q4 		$1.88M Buy
110,330
+165
+0.1% +$2.84K 0.02% 255
2024
Q3 		$1.91M Sell
110,165
-4,507
-4% -$72.4K 0.02% 261
2024
Q2 		$1.83M Sell
114,672
-4,673
-4% -$76.5K 0.02% 217
2024
Q1 		$1.88M Sell
119,345
-9,345
-7% -$128K 0.03% 211
2023
Q4 		$1.74M Buy
128,690
+45,849
+55% +$540K 0.02% 217
2023
Q3 		$910K Buy
82,841
+32,841
+66% +$355K 0.02% 292
2023
Q2 		$527K Sell
50,000
-60,000
-55% -$632K 0.01% 350
2023
Q1 		$1.12M Buy
110,000
+33,154
+43% +$396K 0.02% 229
2022
Q4 		$885K Sell
76,846
-65,714
-46% -$648K 0.02% 284
2022
Q3 		$1.05M Buy
142,560
+70,000
+96% +$595K 0.02% 220
2022
Q2 		$634K Sell
72,560
-24,000
-25% -$256K 0.01% 287
2022
Q1 		$1.22M Sell
96,560
-58,081
-38% -$772K 0.03% 171
2021
Q4 		$1.93M Sell
154,641
-164
-0.1% -$2.09K 0.04% 151
2021
Q3 		$1.97M Buy
+154,805
New +$1.94M 0.04% 168
2021
Q2 		– Sell
-281,541
Closed -$3.38M – 443
2021
Q1 		$3.38M Buy
+281,541
New +$3.29M 0.08% 115
2020
Q4 		– Sell
-519,330
Closed -$4.36M – 582
2020
Q3 		$4.36M Buy
519,330
+3
+0% +$28 0.26% 49
2020
Q2 		$4.94M Sell
519,327
-6,965
-1% -$54K 0.34% 36
2020
Q1 		$3.38M Sell
526,292
-199,714
-28% -$1.66M 0.14% 83
2019
Q4 		$5.65M Buy
+726,006
New +$5.45M 0.41% 23

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthspire Advisors (New York)'s DB Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Deutsche Bank (DB) in Q1 2026, closing a stake of 6,969 shares — an estimated $269K sold.

Wealthspire Advisors (New York) first reported a position in DB in Q4 2019 and held it in 21 quarters. The position peaked at $5.65M in Q4 2019. 475 funds tracked by Wall St. Rank hold DB as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Deutsche Bank position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 6,969 Deutsche Bank shares in Q1 2026, an estimated $269K.
  • Wealthspire Advisors (New York) first reported a position in Deutsche Bank in Q4 2019 and held it in 21 quarters.
  • Wealthspire Advisors (New York)'s Deutsche Bank position peaked at $5.65M in Q4 2019.
  • 475 funds tracked by Wall St. Rank held Deutsche Bank as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.