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DBX icon

Allworth Financial’s Dropbox DBX Stock Holding History

Allworth Financial’s Portfolio DBX Stock Details DBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55.1K Sell
2,005
-1,017
-34% -$26.1K ﹤0.01% 2394
2026
Q1 		$68.7K Buy
3,022
+1,265
+72% +$32.1K ﹤0.01% 2096
2025
Q4 		$48.8K Buy
1,757
+107
+6% +$3.12K ﹤0.01% 2210
2025
Q3 		$49.8K Sell
1,650
-78
-5% -$2.23K ﹤0.01% 2104
2025
Q2 		$49.4K Buy
1,728
+10
+0.6% +$283 ﹤0.01% 1950
2025
Q1 		$48.7K Buy
1,718
+262
+18% +$7.62K ﹤0.01% 1563
2024
Q4 		$45.4K Buy
1,456
+365
+33% +$10.1K ﹤0.01% 1621
2024
Q3 		$27.7K Sell
1,091
-17
-2% -$400 ﹤0.01% 1705
2024
Q2 		$25.6K Buy
1,108
+3
+0.3% +$69 ﹤0.01% 1721
2024
Q1 		$26.9K Sell
1,105
-30
-3% -$841 ﹤0.01% 1599
2023
Q4 		$33.5K Buy
1,135
+9
+0.8% +$250 ﹤0.01% 1365
2023
Q3 		$30.7K Buy
1,126
+22
+2% +$600 ﹤0.01% 1302
2023
Q2 		$29.4K Hold
1,104
– – ﹤0.01% 1331
2023
Q1 		$23.9K Sell
1,104
-627
-36% -$13.8K ﹤0.01% 1357
2022
Q4 		$38.7K Buy
1,731
+30
+2% +$660 ﹤0.01% 1112
2022
Q3 		$35K Buy
1,701
+1,104
+185% +$24.7K ﹤0.01% 1083
2022
Q2 		$13K Buy
597
+589
+7,363% +$12.7K ﹤0.01% 1432
2022
Q1 		$0 Hold
8
– – ﹤0.01% 2166
2021
Q4 		$0 Hold
8
– – ﹤0.01% 1965
2021
Q3 		$0 Buy
+8
New +$248 ﹤0.01% 1886

Other funds holding DBX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's DBX Position: Q2 2026 in Review

Allworth Financial reduced its Dropbox (DBX) stake by 34% in Q2 2026, selling an estimated $26.1K and leaving 2,005 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2394.

Allworth Financial first reported a position in DBX in Q3 2021 and has held it in 20 quarters since. The position peaked at $68.7K in Q1 2026. 453 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

  • Allworth Financial held 2,005 shares of Dropbox worth $55.1K as of Q2 2026.
  • Allworth Financial sold 1,017 Dropbox shares in Q2 2026, an estimated $26.1K.
  • Dropbox made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2394 holding.
  • Allworth Financial first reported a position in Dropbox in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's Dropbox position peaked at $68.7K in Q1 2026.
  • 453 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.