JFS Wealth Advisors
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
Q3 		$4.23K Hold
125
– – ﹤0.01% 1309
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 		$3.78K 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% +$1.14K ﹤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 +$1.62K ﹤0.01% 1323

Other funds holding DBX

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JFS Wealth Advisors's DBX Position: Q3 2026 in Review

JFS Wealth Advisors held its Dropbox (DBX) position steady in Q3 2026 at 125 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

JFS Wealth Advisors first reported a position in DBX in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.39K in Q4 2025. 320 funds tracked by Wall St. Rank hold DBX as of Q3 2026.

  • JFS Wealth Advisors held 125 shares of Dropbox worth $4.23K as of Q3 2026.
  • JFS Wealth Advisors left its Dropbox share count unchanged in Q3 2026.
  • Dropbox made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1309 holding.
  • JFS Wealth Advisors first reported a position in Dropbox in Q4 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Dropbox position peaked at $6.39K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held Dropbox as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.