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Planning Strategies Inc.’s Dropbox DBX Stock Holding History

Planning Strategies Inc.’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 		$549 Buy
+20
New +$514 ﹤0.01% 844

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CGH
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Swedbank
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OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
GIS
Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Planning Strategies Inc.'s DBX Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Dropbox (DBX) in Q2 2026: 20 shares worth $549. The stake represents ﹤0.01% of the portfolio and ranks #844 among its holdings.

111 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

  • Planning Strategies Inc. held 20 shares of Dropbox worth $549 as of Q2 2026.
  • Dropbox was a new Planning Strategies Inc. position in Q2 2026.
  • Dropbox made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #844 holding.
  • 111 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.