Root Financial Partners
DBX icon

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
Q3 		$16.7K Buy
+494
New +$16.3K ﹤0.01% 1653
2026
Q2 		– Sell
-417
Closed -$9.47K – 1090
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

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KBC Group
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Crossmark Global Holdings
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UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Convergence Investment Partners
Convergence Investment Partners Palm Beach Gardens, Florida $1.35B AUM 71.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Root Financial Partners's DBX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Dropbox (DBX) in Q3 2026: 494 shares worth $16.7K. The stake represents ﹤0.01% of the portfolio and ranks #1653 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DBX as recently as Q1 2026.

Root Financial Partners first reported a position in DBX in Q3 2025 and has held it in 4 quarters since. 132 funds tracked by Wall St. Rank hold DBX as of Q3 2026.

  • Root Financial Partners held 494 shares of Dropbox worth $16.7K as of Q3 2026.
  • Dropbox was a new Root Financial Partners position in Q3 2026.
  • Dropbox made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1653 holding.
  • Root Financial Partners first reported a position in Dropbox in Q3 2025 and has held it in 4 quarters since.
  • 132 funds tracked by Wall St. Rank held Dropbox as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.