James T. Borello RIA
DBX icon

James T. Borello RIA’s Dropbox DBX Stock Holding History

James T. Borello RIA’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
Q3 		$2.54K Sell
75
-5
-6% -$165 ﹤0.01% 892
2026
Q2 		$2.2K Sell
80
-122
-60% -$3.14K ﹤0.01% 932
2026
Q1 		$4.59K Buy
202
+163
+418% +$4.14K ﹤0.01% 781
2025
Q4 		$1.08K Buy
+39
New +$1.14K ﹤0.01% 866

Other funds holding DBX

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

James T. Borello RIA's DBX Position: Q3 2026 in Review

James T. Borello RIA reduced its Dropbox (DBX) stake by 6.3% in Q3 2026, selling an estimated $165 and leaving 75 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

James T. Borello RIA first reported a position in DBX in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.59K in Q1 2026. 72 funds tracked by Wall St. Rank hold DBX as of Q3 2026.

  • James T. Borello RIA held 75 shares of Dropbox worth $2.54K as of Q3 2026.
  • James T. Borello RIA sold 5 Dropbox shares in Q3 2026, an estimated $165.
  • Dropbox made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #892 holding.
  • James T. Borello RIA first reported a position in Dropbox in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's Dropbox position peaked at $4.59K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held Dropbox as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.