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Summit Securities Group’s Dropbox DBX Stock Holding History

Summit Securities 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
2021
Q1 		– Sell
-200
Closed -$444K – 598
2020
Q4 		$444K Hold
200
– – 0.04% 379
2020
Q3 		$385K Buy
+200
New +$4.17K 0.04% 251

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

Summit Securities Group's DBX Position: Q1 2026 in Review

Summit Securities Group increased its Dropbox (DBX) stake by 6% in Q1 2026, buying an estimated $2.74K and bringing the position to 1,913 shares worth $43.5K. The position accounts for 0.01% of the portfolio, ranked #415.

Summit Securities Group first reported a position in DBX in Q4 2022 and has held it in 6 quarters since. The position peaked at $66.1K in Q3 2025. 422 funds tracked by Wall St. Rank hold DBX as of Q1 2026.

  • Summit Securities Group held 1,913 shares of Dropbox worth $43.5K as of Q1 2026.
  • Summit Securities Group bought 108 Dropbox shares in Q1 2026, an estimated $2.74K.
  • Dropbox made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #415 holding.
  • Summit Securities Group first reported a position in Dropbox in Q4 2022 and has held it in 6 quarters since.
  • Summit Securities Group's Dropbox position peaked at $66.1K in Q3 2025.
  • 422 funds tracked by Wall St. Rank held Dropbox as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.