Larson Financial Group
DBX icon

Larson Financial Group’s Dropbox DBX Stock Holding History

Larson Financial Group’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 		$254K Buy
7,494
+3,622
+94% +$120K 0.01% 856
2026
Q2 		$106K Buy
3,872
+1,360
+54% +$35K ﹤0.01% 1149
2026
Q1 		$57.1K Buy
2,512
+1,374
+121% +$34.9K ﹤0.01% 1289
2025
Q4 		$31.6K Buy
1,138
+791
+228% +$23K ﹤0.01% 1460
2025
Q3 		$10.5K Sell
347
-589
-63% -$16.8K ﹤0.01% 1994
2025
Q2 		$26.8K Buy
936
+494
+112% +$14K ﹤0.01% 1347
2025
Q1 		$11.8K Buy
+442
New +$12.8K ﹤0.01% 1572
2024
Q4 		– Sell
-400
Closed -$10.2K – 2807
2024
Q3 		$10.2K Hold
400
– – ﹤0.01% 1475
2024
Q2 		$8.99K Buy
+400
New +$9.14K ﹤0.01% 1295
2024
Q1 		– Sell
-80
Closed -$2.36K – 1814
2023
Q4 		$2.36K Sell
80
-80
-50% -$2.22K ﹤0.01% 1342
2023
Q3 		$4.36K Hold
160
– – ﹤0.01% 1214
2023
Q2 		$4.27K Hold
160
– – ﹤0.01% 1133
2023
Q1 		$3.46K Sell
160
-300
-65% -$6.58K ﹤0.01% 1153
2022
Q4 		$10.3K Buy
460
+300
+188% +$6.6K ﹤0.01% 852
2022
Q3 		$3K Hold
160
– – ﹤0.01% 1036
2022
Q2 		$3K Sell
160
-2,157
-93% -$46.7K ﹤0.01% 946
2022
Q1 		$54K Buy
2,317
+2
+0.1% +$47 0.01% 363
2021
Q4 		$57K Buy
+2,315
New +$62.3K 0.01% 362
2021
Q1 		– Sell
-384
Closed -$9K – 843
2020
Q4 		$9K Hold
384
– – ﹤0.01% 506
2020
Q3 		$7K Buy
+384
New +$8K ﹤0.01% 479

Other funds holding DBX

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 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
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
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Larson Financial Group's DBX Position: Q3 2026 in Review

Larson Financial Group increased its Dropbox (DBX) stake by 94% in Q3 2026, buying an estimated $120K and bringing the position to 7,494 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #856.

Larson Financial Group first reported a position in DBX in Q3 2020 and has held it in 20 quarters since. 264 funds tracked by Wall St. Rank hold DBX as of Q3 2026.

  • Larson Financial Group held 7,494 shares of Dropbox worth $254K as of Q3 2026.
  • Larson Financial Group bought 3,622 Dropbox shares in Q3 2026, an estimated $120K.
  • Dropbox made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #856 holding.
  • Larson Financial Group first reported a position in Dropbox in Q3 2020 and has held it in 20 quarters since.
  • 264 funds tracked by Wall St. Rank held Dropbox as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.