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Global Financial Private Client’s Dropbox DBX Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-23
Closed -$614 – 560
2025
Q1 		$614 Buy
23
+13
+130% +$378 ﹤0.01% 1209
2024
Q4 		$300 Buy
+10
New +$276 ﹤0.01% 1115

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Global Financial Private Client's DBX Position: Q2 2025 in Review

Global Financial Private Client sold out of Dropbox (DBX) in Q2 2025, closing a stake of 23 shares — an estimated $614 sold.

Global Financial Private Client first reported a position in DBX in Q4 2024 and held it in 2 quarters. The position peaked at $614 in Q1 2025. 468 funds tracked by Wall St. Rank hold DBX as of Q2 2025.

  • Global Financial Private Client reported no remaining Dropbox position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 23 Dropbox shares in Q2 2025, an estimated $614.
  • Global Financial Private Client first reported a position in Dropbox in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Dropbox position peaked at $614 in Q1 2025.
  • 468 funds tracked by Wall St. Rank held Dropbox as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.