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James T. Borello RIA’s Deutsche Bank DB Stock Holding History

James T. Borello RIA’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
Q3 		$35.1K Sell
978
-3
-0.3% -$113 0.01% 299
2026
Q2 		$33.1K Buy
981
+14
+1% +$454 0.01% 303
2026
Q1 		$28.8K Buy
967
+950
+5,588% +$33.5K 0.01% 299
2025
Q4 		$656 Buy
+17
New +$613 ﹤0.01% 916

Other funds holding DB

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

James T. Borello RIA's DB Position: Q3 2026 in Review

James T. Borello RIA reduced its Deutsche Bank (DB) stake by 0.31% in Q3 2026, selling an estimated $113 and leaving 978 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #299.

James T. Borello RIA first reported a position in DB in Q4 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold DB as of Q3 2026.

  • James T. Borello RIA held 978 shares of Deutsche Bank worth $35.1K as of Q3 2026.
  • James T. Borello RIA sold 3 Deutsche Bank shares in Q3 2026, an estimated $113.
  • Deutsche Bank made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #299 holding.
  • James T. Borello RIA first reported a position in Deutsche Bank in Q4 2025 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held Deutsche Bank as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.