RFP
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Root Financial Partners’s Dropbox DBX Stock Holding History

Root Financial Partners’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 		$9.47K Sell
417
-15
-3% -$381 ﹤0.01% 1709
2025
Q4 		$12K Buy
432
+44
+11% +$1.28K ﹤0.01% 1424
2025
Q3 		$11.7K Buy
+388
New +$11.1K ﹤0.01% 1386

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

Root Financial Partners's DBX Position: Q1 2026 in Review

Root Financial Partners reduced its Dropbox (DBX) stake by 3.5% in Q1 2026, selling an estimated $381 and leaving 417 shares worth $9.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Root Financial Partners first reported a position in DBX in Q3 2025 and has held it in 3 quarters since. The position peaked at $12K in Q4 2025. 423 funds tracked by Wall St. Rank hold DBX as of Q1 2026.

  • Root Financial Partners held 417 shares of Dropbox worth $9.47K as of Q1 2026.
  • Root Financial Partners sold 15 Dropbox shares in Q1 2026, an estimated $381.
  • Dropbox made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1709 holding.
  • Root Financial Partners first reported a position in Dropbox in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Dropbox position peaked at $12K in Q4 2025.
  • 423 funds tracked by Wall St. Rank held Dropbox as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.