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Sowell Financial Services’s Dropbox DBX Stock Holding History

Sowell Financial Services’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 		$215K Buy
+7,828
New +$201K 0.01% 1042
2026
Q1 		– Sell
-7,736
Closed -$215K – 1136
2025
Q4 		$215K Buy
+7,736
New +$225K 0.01% 996
2025
Q3 		– Sell
-10,724
Closed -$307K – 1089
2025
Q2 		$307K Sell
10,724
-589
-5% -$16.7K 0.01% 777
2025
Q1 		$302K Buy
+11,313
New +$329K 0.01% 761
2022
Q3 		– Sell
-22,742
Closed -$477K – 413
2022
Q2 		$477K Buy
+22,742
New +$492K 0.04% 225
2021
Q2 		– Sell
-2,079
Closed -$51K – 1032
2021
Q1 		$51K Sell
2,079
-1,211
-37% -$29.1K ﹤0.01% 1649
2020
Q4 		$73K Sell
3,290
-3,563
-52% -$72.6K ﹤0.01% 1270
2020
Q3 		$132K Sell
6,853
-2,048
-23% -$42.6K 0.01% 877
2020
Q2 		$194K Buy
8,901
+8,670
+3,753% +$183K 0.01% 735
2020
Q1 		$4K Hold
231
– – ﹤0.01% 1879
2019
Q4 		$4K Hold
231
– – ﹤0.01% 1959
2019
Q3 		$5K Buy
+231
New +$4.92K ﹤0.01% 1753

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Vanguard Portfolio Management
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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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's DBX Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Dropbox (DBX) in Q2 2026: 7,828 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #1042 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in DBX as recently as Q4 2025.

Sowell Financial Services first reported a position in DBX in Q3 2019 and has held it in 12 quarters since. The position peaked at $477K in Q2 2022. 453 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

  • Sowell Financial Services held 7,828 shares of Dropbox worth $215K as of Q2 2026.
  • Dropbox was a new Sowell Financial Services position in Q2 2026.
  • Dropbox made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1042 holding.
  • Sowell Financial Services first reported a position in Dropbox in Q3 2019 and has held it in 12 quarters since.
  • Sowell Financial Services's Dropbox position peaked at $477K in Q2 2022.
  • 453 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.