SageView Advisory Group’s Dropbox DBX Stock Holding History

SageView Advisory 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	-200	Closed	-$5.56K	–	1041
2025 Q4	$5.56K	Buy	+200	New	+$5.83K	﹤0.01%	1937

Other funds holding DBX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

SageView Advisory Group's DBX Position: Q1 2026 in Review

SageView Advisory Group sold out of Dropbox (DBX) in Q1 2026, closing a stake of 200 shares — an estimated $5.56K sold.

SageView Advisory Group first reported a position in DBX in Q4 2025 and held it in 1 quarter. The position peaked at $5.56K in Q4 2025. 427 funds tracked by Wall St. Rank hold DBX as of Q1 2026.

SageView Advisory Group reported no remaining Dropbox position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 200 Dropbox shares in Q1 2026, an estimated $5.56K.
SageView Advisory Group first reported a position in Dropbox in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Dropbox position peaked at $5.56K in Q4 2025.
427 funds tracked by Wall St. Rank held Dropbox as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.