Institute for Wealth Management, LLC.
Position in DB — Deutsche Bank Aktiengesellschaft
CIK 1533954
DENVER, CO
Position in DB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$220,554
-$31,358 QoQ
Shares Held
6,533
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#67
of 136 holders
Holding Since
Mar 2020
7 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, 2026Institute for Wealth Management, LLC. holds $4,994,510 across 45 Banks - Regional names. DB ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
10,658 | $643,743 | |
| 2 | KEY |
Keycorp /New/
|
27,376 | $631,016 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,284 | $562,366 | |
| 4 | NU |
Nu Holdings Ltd.
|
33,726 | $450,579 | |
| 5 | TFC |
Truist Financial Corp
|
8,118 | $404,438 | |
| 6 | EWBC |
East West Bancorp Inc
|
2,835 | $365,970 | |
| 7 | HDB |
Hdfc Bank Ltd
|
9,146 | $236,241 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
This page
|
6,533 | $220,554 |
All Filings in DB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,554 | 6,533 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $251,912 | 6,533 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $237,884 | 6,718 | Shares | Sole | 2025-10-17 | |
| 2020-12-31 | $128,663 | 11,804 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $99,153 | 11,804 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $112,374 | 11,804 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $74,330 | 11,578 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||