NorthCrest Asset Manangement’s Dropbox DBX Stock Holding History

NorthCrest Asset Manangement’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	$268K	Buy	+7,863	New	+$260K	0.01%	858

Other funds holding DBX

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NorthCrest Asset Manangement's DBX Position: Q3 2026 in Review

NorthCrest Asset Manangement opened a new position in Dropbox (DBX) in Q3 2026: 7,863 shares worth $268K. The stake represents 0.01% of the portfolio and ranks #858 among its holdings.

23 funds tracked by Wall St. Rank hold DBX as of Q3 2026.

NorthCrest Asset Manangement held 7,863 shares of Dropbox worth $268K as of Q3 2026.
Dropbox was a new NorthCrest Asset Manangement position in Q3 2026.
Dropbox made up 0.01% of NorthCrest Asset Manangement's portfolio in Q3 2026, its #858 holding.
23 funds tracked by Wall St. Rank held Dropbox as of Q3 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2026, filed 13 Oct 2026.