JWA
DBX icon

JFS Wealth Advisors’s Dropbox DBX Stock Holding History

JFS Wealth 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
Q2 		$3.43K Sell
125
-10
-7% -$257 ﹤0.01% 1432
2026
Q1 		$3.07K Sell
135
-95
-41% -$2.41K ﹤0.01% 1380
2025
Q4 		$6.39K Buy
230
+56
+32% +$1.63K ﹤0.01% 1142
2025
Q3 		$5.26K Sell
174
-1
-0.6% -$29 ﹤0.01% 1103
2025
Q2 		$5K Sell
175
-1
-0.6% -$28 ﹤0.01% 1090
2025
Q1 		$4.7K Buy
176
+3
+2% +$87 ﹤0.01% 1147
2024
Q4 		$5.2K Hold
173
– – ﹤0.01% 1116
2024
Q3 		$4.4K Buy
173
+5
+3% +$118 ﹤0.01% 1171
2024
Q2 		$3.77K Hold
168
– – ﹤0.01% 1177
2024
Q1 		$4.08K Sell
168
-24
-13% -$672 ﹤0.01% 1174
2023
Q4 		$5.66K Sell
192
-18
-9% -$500 ﹤0.01% 1006
2023
Q3 		$5.72K Buy
210
+42
+25% +$1.15K ﹤0.01% 938
2023
Q2 		$4.48K Buy
168
+26
+18% +$593 ﹤0.01% 1053
2023
Q1 		$3.07K Sell
142
-54
-28% -$1.18K ﹤0.01% 1196
2022
Q4 		$4.39K Sell
196
-8
-4% -$176 ﹤0.01% 1045
2022
Q3 		$4K Buy
204
+99
+94% +$2.22K ﹤0.01% 1043
2022
Q2 		$2K Sell
105
-53
-34% -$1.15K ﹤0.01% 1301
2022
Q1 		$4K Buy
158
+98
+163% +$2.28K ﹤0.01% 1122
2021
Q4 		$1K Buy
+60
New +$1.61K ﹤0.01% 1323

Other funds holding DBX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JFS Wealth Advisors's DBX Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Dropbox (DBX) stake by 7.4% in Q2 2026, selling an estimated $257 and leaving 125 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

JFS Wealth Advisors first reported a position in DBX in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.39K in Q4 2025. 452 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

  • JFS Wealth Advisors held 125 shares of Dropbox worth $3.43K as of Q2 2026.
  • JFS Wealth Advisors sold 10 Dropbox shares in Q2 2026, an estimated $257.
  • Dropbox made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1432 holding.
  • JFS Wealth Advisors first reported a position in Dropbox in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Dropbox position peaked at $6.39K in Q4 2025.
  • 452 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.