Private Wealth Management Group’s Dropbox DBX Stock Holding History

Private Wealth Management 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	$8.12K	Hold	240	–	–	﹤0.01%	698
2026 Q2	$6.59K	Hold	240	–	–	﹤0.01%	730
2026 Q1	$5.45K	Hold	240	–	–	﹤0.01%	740
2025 Q4	$6.67K	Sell	240 -5	-2%	-$146	﹤0.01%	662
2025 Q3	$7.4K	Hold	245	–	–	﹤0.01%	633
2025 Q2	$7.01K	Hold	245	–	–	﹤0.01%	620
2025 Q1	$6.54K	Hold	245	–	–	﹤0.01%	618
2024 Q4	$7.36K	Hold	245	–	–	﹤0.01%	591
2024 Q3	$6.23K	Buy	245 +52	+27%	+$1.22K	﹤0.01%	643
2024 Q2	$4.34K	Buy	193 +104	+117%	+$2.38K	﹤0.01%	754
2024 Q1	$2.16K	Buy	89 +61	+218%	+$1.71K	﹤0.01%	927
2023 Q4	$826	Buy	+28	New	+$778	﹤0.01%	1344

Other funds holding DBX

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Private Wealth Management Group's DBX Position: Q3 2026 in Review

Private Wealth Management Group held its Dropbox (DBX) position steady in Q3 2026 at 240 shares worth $8.12K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Private Wealth Management Group first reported a position in DBX in Q4 2023 and has held it in 12 quarters since. 264 funds tracked by Wall St. Rank hold DBX as of Q3 2026.

Private Wealth Management Group held 240 shares of Dropbox worth $8.12K as of Q3 2026.
Private Wealth Management Group left its Dropbox share count unchanged in Q3 2026.
Dropbox made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #698 holding.
Private Wealth Management Group first reported a position in Dropbox in Q4 2023 and has held it in 12 quarters since.
264 funds tracked by Wall St. Rank held Dropbox as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.