KAS
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Kestra Advisory Services’s Dropbox DBX Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-1,111
Closed -$30.9K – 3410
2025
Q4 		$30.9K Buy
+1,111
New +$32.4K ﹤0.01% 4272
2024
Q2 		– Sell
-12,982
Closed -$315K – 2628
2024
Q1 		$315K Buy
+12,982
New +$364K ﹤0.01% 1964

Other funds holding DBX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Kestra Advisory Services's DBX Position: Q1 2026 in Review

Kestra Advisory Services sold out of Dropbox (DBX) in Q1 2026, closing a stake of 1,111 shares — an estimated $30.9K sold.

Kestra Advisory Services first reported a position in DBX in Q1 2024 and held it in 2 quarters. The position peaked at $315K in Q1 2024. 427 funds tracked by Wall St. Rank hold DBX as of Q1 2026.

  • Kestra Advisory Services reported no remaining Dropbox position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,111 Dropbox shares in Q1 2026, an estimated $30.9K.
  • Kestra Advisory Services first reported a position in Dropbox in Q1 2024 and held it in 2 quarters.
  • Kestra Advisory Services's Dropbox position peaked at $315K in Q1 2024.
  • 427 funds tracked by Wall St. Rank held Dropbox as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.