UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in DB — Deutsche Bank Aktiengesellschaft
CIK 1463217
IRVING, TX
Position in DB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$652,749
-$132,162 QoQ
Shares Held
19,335
-26.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#256
of 498 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $62,351,813 across 60 Banks - Regional names. DB ranks #27 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QCRH |
Qcr Holdings Inc
|
64,910 | $6,318,988 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
18,337 | $4,514,936 | |
| 3 | USB |
US Bancorp De
|
69,476 | $4,196,350 | |
| 4 | FITB |
Fifth Third Bancorp
|
73,291 | $4,131,413 | |
| 5 | TFC |
Truist Financial Corp
|
64,617 | $3,219,218 | |
| 6 | MTB |
M&T Bank Corp
|
11,256 | $2,679,040 | |
| 7 | RF |
Regions Financial Corp
|
72,185 | $2,179,987 | |
| 8 | HDB |
Hdfc Bank Ltd
|
80,347 | $2,075,363 |
All Filings in DB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,749 | 19,335 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $784,911 | 26,357 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,124,216 | 29,155 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $993,108 | 28,046 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $798,114 | 27,258 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $613,002 | 25,724 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $407,784 | 23,917 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $409,831 | 23,676 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $397,511 | 24,938 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $190,675 | 12,091 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $169,063 | 12,477 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||