Position in DB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,042,746
-$961,371 QoQ
Shares Held
35,015
-32.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Compound Planning, Inc. holds $23,641,860 across 32 Banks - Regional names. DB ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYG |
Lloyds Banking Group plc
|
504,501 | $2,537,639 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
214,449 | $1,702,724 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
7,972 | $1,658,893 | |
| 4 | USB |
US Bancorp De
|
25,674 | $1,335,303 | |
| 5 | KB |
KB Financial Group Inc.
|
12,960 | $1,292,499 | |
| 6 | TFC |
Truist Financial Corp
|
24,880 | $1,143,733 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
This page
|
35,015 | $1,042,746 | |
| 8 | SHG |
Shinhan Financial Group Co Ltd
|
16,820 | $1,031,401 |
All Filings in DB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,042,746 | 35,015 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,004,117 | 51,974 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $1,731,903 | 48,910 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,367,024 | 46,688 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,009,629 | 42,368 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $337,760 | 19,810 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $312,635 | 18,061 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $250,656 | 15,725 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||