Cornerstone Planning Group
DBX icon

Cornerstone Planning Group’s Dropbox DBX Stock Holding History

Cornerstone Planning Group’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 		– Sell
-50
Closed -$1.44K – 533
2026
Q2 		$1.44K Hold
50
– – ﹤0.01% 1402
2026
Q1 		$1.27K Buy
+50
New +$1.27K ﹤0.01% 1396
2025
Q4 		– Sell
-30
Closed -$3.29K – 1744
2025
Q3 		$3.29K Buy
+30
New +$858 ﹤0.01% 1051
2025
Q2 		– Sell
-5
Closed -$137 – 1567
2025
Q1 		$137 Buy
+5
New +$145 ﹤0.01% 1486

Other funds holding DBX

Wedge Capital Management
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Robeco Institutional Asset Management
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KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Cornerstone Planning Group's DBX Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Dropbox (DBX) in Q3 2026, closing a stake of 50 shares — an estimated $1.44K sold.

Cornerstone Planning Group first reported a position in DBX in Q1 2025 and held it in 4 quarters. The position peaked at $3.29K in Q3 2025. 72 funds tracked by Wall St. Rank hold DBX as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Dropbox position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 50 Dropbox shares in Q3 2026, an estimated $1.44K.
  • Cornerstone Planning Group first reported a position in Dropbox in Q1 2025 and held it in 4 quarters.
  • Cornerstone Planning Group's Dropbox position peaked at $3.29K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held Dropbox as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.