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 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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Capital Advisors Ltd's DBX Position: Q2 2026 in Review

Capital Advisors Ltd opened a new position in Dropbox (DBX) in Q2 2026: 29 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1205 among its holdings. This is a return to the name: Capital Advisors Ltd previously reported a position in DBX as recently as Q4 2025.

Capital Advisors Ltd first reported a position in DBX in Q4 2021 and has held it in 9 quarters since. The position peaked at $4K in Q4 2022. 38 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

Capital Advisors Ltd held 29 shares of Dropbox worth $1K as of Q2 2026.
Dropbox was a new Capital Advisors Ltd position in Q2 2026.
Dropbox made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1205 holding.
Capital Advisors Ltd first reported a position in Dropbox in Q4 2021 and has held it in 9 quarters since.
Capital Advisors Ltd's Dropbox position peaked at $4K in Q4 2022.
38 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.