CGC Financial Services’s Dropbox DBX Stock Holding History

CGC Financial Services’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	$1.37K	Hold	50	–	–	﹤0.01%	303
2026 Q1	$1.14K	Hold	50	–	–	﹤0.01%	299
2025 Q4	$1.39K	Hold	50	–	–	﹤0.01%	305
2025 Q3	$1.51K	Hold	50	–	–	﹤0.01%	298
2025 Q2	$1.43K	Hold	50	–	–	﹤0.01%	288
2025 Q1	$1.34K	Hold	50	–	–	﹤0.01%	282
2024 Q4	$1.5K	Hold	50	–	–	﹤0.01%	289
2024 Q3	$1.27K	Hold	50	–	–	﹤0.01%	292
2024 Q2	$1.12K	Hold	50	–	–	﹤0.01%	295
2024 Q1	$1.22K	Hold	50	–	–	﹤0.01%	299
2023 Q4	$1.47K	Hold	50	–	–	﹤0.01%	301
2023 Q3	$1.36K	Hold	50	–	–	﹤0.01%	262
2023 Q2	$1.33K	Buy	+50	New	+$1.14K	﹤0.01%	280

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

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

YCM

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CGC Financial Services's DBX Position: Q2 2026 in Review

CGC Financial Services held its Dropbox (DBX) position steady in Q2 2026 at 50 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

CGC Financial Services first reported a position in DBX in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.51K in Q3 2025. 46 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

CGC Financial Services held 50 shares of Dropbox worth $1.37K as of Q2 2026.
CGC Financial Services left its Dropbox share count unchanged in Q2 2026.
Dropbox made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #303 holding.
CGC Financial Services first reported a position in Dropbox in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's Dropbox position peaked at $1.51K in Q3 2025.
46 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.