GA
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GoalVest Advisory’s Dropbox DBX Stock Holding History

GoalVest Advisory’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 		$4.37K Buy
+129
New +$4.27K ﹤0.01% 581

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
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

GoalVest Advisory's DBX Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Dropbox (DBX) in Q3 2026: 129 shares worth $4.37K. The stake represents ﹤0.01% of the portfolio and ranks #581 among its holdings.

10 funds tracked by Wall St. Rank hold DBX as of Q3 2026.

  • GoalVest Advisory held 129 shares of Dropbox worth $4.37K as of Q3 2026.
  • Dropbox was a new GoalVest Advisory position in Q3 2026.
  • Dropbox made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #581 holding.
  • 10 funds tracked by Wall St. Rank held Dropbox as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.