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SVB Wealth’s Dropbox DBX Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-5,293
Closed -$141K – 795
2025
Q1 		$141K Sell
5,293
-2,369
-31% -$68.9K 0.01% 357
2024
Q4 		$230K Buy
+7,662
New +$212K ﹤0.01% 638
2024
Q3 		– Sell
-10,026
Closed -$225K – 152
2024
Q2 		$225K Sell
10,026
-6
-0.1% -$137 0.01% 647
2024
Q1 		$244K Sell
10,032
-3,813
-28% -$107K 0.01% 696
2023
Q4 		$408K Sell
13,845
-6,577
-32% -$183K 0.01% 543
2023
Q3 		$556K Sell
20,422
-337
-2% -$9.19K 0.01% 427
2023
Q2 		$554K Sell
20,759
-7,854
-27% -$179K 0.01% 460
2023
Q1 		$619K Sell
28,613
-998
-3% -$21.9K 0.01% 489
2022
Q4 		$663K Buy
29,611
+1,065
+4% +$23.4K 0.01% 493
2022
Q3 		$591K Sell
28,546
-11,849
-29% -$265K 0.01% 484
2022
Q2 		$848K Buy
40,395
+93
+0.2% +$2.01K 0.01% 354
2022
Q1 		$937K Sell
40,302
-200
-0.5% -$4.66K 0.01% 333
2021
Q4 		$994K Buy
+40,502
New +$1.09M 0.02% 309

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SVB Wealth's DBX Position: Q2 2025 in Review

SVB Wealth sold out of Dropbox (DBX) in Q2 2025, closing a stake of 5,293 shares — an estimated $141K sold.

SVB Wealth first reported a position in DBX in Q4 2021 and held it in 13 quarters. The position peaked at $994K in Q4 2021. 468 funds tracked by Wall St. Rank hold DBX as of Q2 2025.

  • SVB Wealth reported no remaining Dropbox position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 5,293 Dropbox shares in Q2 2025, an estimated $141K.
  • SVB Wealth first reported a position in Dropbox in Q4 2021 and held it in 13 quarters.
  • SVB Wealth's Dropbox position peaked at $994K in Q4 2021.
  • 468 funds tracked by Wall St. Rank held Dropbox as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.