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Action Point Financial Planning’s Box BOX Stock Holding History

Action Point Financial Planning’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
Q2 		$2.2K Buy
+87
New +$2.17K ﹤0.01% 2219

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Action Point Financial Planning's BOX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Box (BOX) in Q2 2026: 87 shares worth $2.2K. The stake represents ﹤0.01% of the portfolio and ranks #2219 among its holdings.

394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Action Point Financial Planning held 87 shares of Box worth $2.2K as of Q2 2026.
  • Box was a new Action Point Financial Planning position in Q2 2026.
  • Box made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2219 holding.
  • 394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.