Kestra Investment Management’s Dropbox DBX Stock Holding History

Kestra Investment Management’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	$807K	Sell	35,535 -2,976	-8%	-$75.6K	0.01%	239
2025 Q4	$1.07M	Buy	38,511 +1,500	+4%	+$43.7K	0.03%	194
2025 Q3	$1.12M	Buy	37,011 +13,161	+55%	+$376K	0.03%	189
2025 Q2	$682K	Buy	+23,850	New	+$675K	0.01%	334
2025 Q1	–	Sell	-17,142	Closed	-$515K	–	1013
2024 Q4	$515K	Buy	17,142 +6,545	+62%	+$181K	0.02%	227
2024 Q3	$269K	Buy	+10,597	New	+$249K	0.01%	282

Other funds holding DBX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Kestra Investment Management's DBX Position: Q1 2026 in Review

Kestra Investment Management reduced its Dropbox (DBX) stake by 7.7% in Q1 2026, selling an estimated $75.6K and leaving 35,535 shares worth $807K. The position accounts for 0.01% of the portfolio, ranked #239.

Kestra Investment Management first reported a position in DBX in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.12M in Q3 2025. 422 funds tracked by Wall St. Rank hold DBX as of Q1 2026.

Kestra Investment Management held 35,535 shares of Dropbox worth $807K as of Q1 2026.
Kestra Investment Management sold 2,976 Dropbox shares in Q1 2026, an estimated $75.6K.
Dropbox made up 0.01% of Kestra Investment Management's portfolio in Q1 2026, its #239 holding.
Kestra Investment Management first reported a position in Dropbox in Q3 2024 and has held it in 6 quarters since.
Kestra Investment Management's Dropbox position peaked at $1.12M in Q3 2025.
422 funds tracked by Wall St. Rank held Dropbox as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.