MFG
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Merit Financial Group’s Dropbox DBX Stock Holding History

Merit 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
Q1 		– Sell
-11,516
Closed -$320K – 2135
2025
Q4 		$320K Buy
11,516
+131
+1% +$3.81K ﹤0.01% 1528
2025
Q3 		$344K Buy
11,385
+480
+4% +$13.7K ﹤0.01% 1363
2025
Q2 		$312K Buy
+10,905
New +$309K ﹤0.01% 1320

Other funds holding DBX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Merit Financial Group's DBX Position: Q1 2026 in Review

Merit Financial Group sold out of Dropbox (DBX) in Q1 2026, closing a stake of 11,516 shares — an estimated $320K sold.

Merit Financial Group first reported a position in DBX in Q2 2025 and held it in 3 quarters. The position peaked at $344K in Q3 2025. 422 funds tracked by Wall St. Rank hold DBX as of Q1 2026.

  • Merit Financial Group reported no remaining Dropbox position as of Q1 2026 after selling out during the quarter.
  • Merit Financial Group sold 11,516 Dropbox shares in Q1 2026, an estimated $320K.
  • Merit Financial Group first reported a position in Dropbox in Q2 2025 and held it in 3 quarters.
  • Merit Financial Group's Dropbox position peaked at $344K in Q3 2025.
  • 422 funds tracked by Wall St. Rank held Dropbox as of Q1 2026.

Based on Merit Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.