SPL
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Superior Planning, LLC’s Box BOX Stock Holding History

Superior Planning, LLC’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.25K Buy
+127
New +$4.09K ﹤0.01% 1266

Other funds holding BOX

EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Superior Planning, LLC's BOX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Box (BOX) in Q3 2026: 127 shares worth $4.25K. The stake represents ﹤0.01% of the portfolio and ranks #1266 among its holdings.

276 funds tracked by Wall St. Rank hold BOX as of Q3 2026.

  • Superior Planning, LLC held 127 shares of Box worth $4.25K as of Q3 2026.
  • Box was a new Superior Planning, LLC position in Q3 2026.
  • Box made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1266 holding.
  • 276 funds tracked by Wall St. Rank held Box as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.