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Sequoia Financial Advisors’s Dropbox DBX Stock Holding History

Sequoia Financial Advisors’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
Q2 		$715K Sell
26,040
-21,353
-45% -$549K ﹤0.01% 1102
2026
Q1 		$1.08M Buy
47,393
+37,302
+370% +$948K 0.01% 861
2025
Q4 		$281K Buy
10,091
+1,384
+16% +$40.3K ﹤0.01% 1598
2025
Q3 		$263K Buy
+8,707
New +$249K ﹤0.01% 1465

Other funds holding DBX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sequoia Financial Advisors's DBX Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Dropbox (DBX) stake by 45% in Q2 2026, selling an estimated $549K and leaving 26,040 shares worth $715K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Sequoia Financial Advisors first reported a position in DBX in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.08M in Q1 2026. 449 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

  • Sequoia Financial Advisors held 26,040 shares of Dropbox worth $715K as of Q2 2026.
  • Sequoia Financial Advisors sold 21,353 Dropbox shares in Q2 2026, an estimated $549K.
  • Dropbox made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1102 holding.
  • Sequoia Financial Advisors first reported a position in Dropbox in Q3 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's Dropbox position peaked at $1.08M in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.