DB β€” DEUTSCHE BANK A G

Ownership history in Baron Wealth Management LLC  Β·  7 quarters on record

AI Ownership Summary

Baron Wealth Management LLC reported DEUTSCHE BANK A G (DB) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.33% in 2025 Q4. The latest visible filing shows DB at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baron Wealth Management LLC's position in DEUTSCHE BANK A G, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DB was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Baron Wealth Management LLC held DB β€” position size vs. price
% of Fund (quarterly)    DB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 24,859 -2,573 -9.4% 0.22% $740K 2026-04-16 $32.81
2025 Q4 ADDED 27,432 +31 +0.1% 0.33% $1.1M 2026-01-14 $39.19
2025 Q3 ADDED 27,401 +302 +1.1% 0.32% $970K 2025-10-20 $33.90
2025 Q2 REDUCED 27,099 -757 -2.7% 0.28% $793K 2025-07-09 $30.38
2025 Q1 ADDED 27,856 +15,431 +124.2% 0.29% $664K 2025-05-14 $27.03
2024 Q4 REDUCED 12,425 -324 -2.5% 0.10% $212K 2025-01-23 $19.36
2024 Q3 INITIATED 12,749 β€” β€” 0.11% $221K 2024-11-07 $16.77

FAQ About Baron Wealth Management LLC and DB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Baron Wealth Management LLC reported owning DB?

Baron Wealth Management LLC reported DB across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported DB position in Baron Wealth Management LLC's portfolio?

The largest reported portfolio weight for DB was 0.33% in 2025 Q4.

What is the latest reported DB position on this page?

The most recent filing on this page is 2026 Q1, when Baron Wealth Management LLC reported 24,859 shares, equal to 0.22% of portfolio, with an estimated market value of $740K.

What does the chart on this DB ownership page compare?

The chart compares Baron Wealth Management LLC's quarterly DB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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