FFA
DBX icon

Farther Finance Advisors’s Dropbox DBX Stock Holding History

Farther Finance Advisors’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 		$88.6K Buy
2,617
+1,635
+166% +$54.1K ﹤0.01% 2962
2026
Q2 		$27K Sell
982
-798
-45% -$20.5K ﹤0.01% 3748
2026
Q1 		$41.1K Sell
1,780
-4,402
-71% -$112K ﹤0.01% 3128
2025
Q4 		$172K Sell
6,182
-2,103
-25% -$61.3K ﹤0.01% 2011
2025
Q3 		$250K Sell
8,285
-727
-8% -$20.8K ﹤0.01% 1481
2025
Q2 		$258K Buy
9,012
+1,641
+22% +$46.5K 0.01% 1261
2025
Q1 		$200K Buy
7,371
+7,198
+4,161% +$209K 0.01% 1225
2024
Q4 		$5.2K Buy
173
+77
+80% +$2.13K ﹤0.01% 2650
2024
Q3 		$2.44K Buy
96
+38
+66% +$894 ﹤0.01% 2926
2024
Q2 		$1.31K Hold
58
– – ﹤0.01% 2969
2024
Q1 		$1.41K Sell
58
-115
-66% -$3.22K ﹤0.01% 2644
2023
Q4 		$5.1K Buy
173
+20
+13% +$555 ﹤0.01% 1959
2023
Q3 		$4.17K Hold
153
– – ﹤0.01% 1576
2023
Q2 		$4.08K Buy
153
+7
+5% +$160 ﹤0.01% 1500
2023
Q1 		$3.16K Buy
146
+105
+256% +$2.3K ﹤0.01% 1476
2022
Q4 		$918 Buy
+41
New +$902 ﹤0.01% 1673

Other funds holding DBX

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Farther Finance Advisors's DBX Position: Q3 2026 in Review

Farther Finance Advisors increased its Dropbox (DBX) stake by 166% in Q3 2026, buying an estimated $54.1K and bringing the position to 2,617 shares worth $88.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2962.

Farther Finance Advisors first reported a position in DBX in Q4 2022 and has held it in 16 quarters since. The position peaked at $258K in Q2 2025. 10 funds tracked by Wall St. Rank hold DBX as of Q3 2026.

  • Farther Finance Advisors held 2,617 shares of Dropbox worth $88.6K as of Q3 2026.
  • Farther Finance Advisors bought 1,635 Dropbox shares in Q3 2026, an estimated $54.1K.
  • Dropbox made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2962 holding.
  • Farther Finance Advisors first reported a position in Dropbox in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Dropbox position peaked at $258K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Dropbox as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.