Capital Advisors Ltd
DBX icon

Capital Advisors Ltd’s Dropbox DBX Stock Holding History

Capital Advisors Ltd’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
Q3 		$4K Buy
124
+95
+328% +$3.14K ﹤0.01% 1093
2026
Q2 		$1K Buy
+29
New +$745 ﹤0.01% 1205
2026
Q1 		– Sell
-7
Closed – – 1414
2025
Q4 		$0 Hold
7
– – ﹤0.01% 1396
2025
Q3 		$0 Hold
7
– – ﹤0.01% 1394
2025
Q2 		$0 Buy
7
+3
+75% +$85 ﹤0.01% 1391
2025
Q1 		$0 Buy
+4
New +$116 ﹤0.01% 1391
2023
Q1 		– Sell
-159
Closed -$4K – 1266
2022
Q4 		$4K Buy
159
+124
+354% +$2.73K ﹤0.01% 703
2022
Q3 		$1K Sell
35
-16
-31% -$358 ﹤0.01% 990
2022
Q2 		$1K Buy
+51
New +$1.1K ﹤0.01% 756
2022
Q1 		– Sell
-15
Closed – – 959
2021
Q4 		$0 Buy
+15
New +$404 ﹤0.01% 837

Other funds holding DBX

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Capital Advisors Ltd's DBX Position: Q3 2026 in Review

Capital Advisors Ltd increased its Dropbox (DBX) stake by 328% in Q3 2026, buying an estimated $3.14K and bringing the position to 124 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Capital Advisors Ltd first reported a position in DBX in Q4 2021 and has held it in 10 quarters since. 264 funds tracked by Wall St. Rank hold DBX as of Q3 2026.

  • Capital Advisors Ltd held 124 shares of Dropbox worth $4K as of Q3 2026.
  • Capital Advisors Ltd bought 95 Dropbox shares in Q3 2026, an estimated $3.14K.
  • Dropbox made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1093 holding.
  • Capital Advisors Ltd first reported a position in Dropbox in Q4 2021 and has held it in 10 quarters since.
  • 264 funds tracked by Wall St. Rank held Dropbox as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.