AF
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Allworth Financial’s Box BOX Stock Holding History

Allworth Financial’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
Q1 		$34.2K Buy
1,447
+1,278
+756% +$32.2K ﹤0.01% 2599
2025
Q4 		$5.05K Sell
169
-33
-16% -$1.03K ﹤0.01% 3704
2025
Q3 		$6.52K Buy
202
+53
+36% +$1.72K ﹤0.01% 3393
2025
Q2 		$5.09K Buy
149
+78
+110% +$2.56K ﹤0.01% 3248
2025
Q1 		$2.19K Buy
71
+8
+13% +$259 ﹤0.01% 3179
2024
Q4 		$1.98K Sell
63
-13
-17% -$426 ﹤0.01% 3166
2024
Q3 		$2.48K Hold
76
– – ﹤0.01% 2871
2024
Q2 		$2.03K Buy
76
+9
+13% +$240 ﹤0.01% 2915
2024
Q1 		$1.89K Hold
67
– – ﹤0.01% 2827
2023
Q4 		$1.71K Buy
67
+40
+148% +$1.01K ﹤0.01% 2745
2023
Q3 		$654 Buy
+27
New +$771 ﹤0.01% 2976
2023
Q1 		– Sell
-16
Closed -$498 – 3199
2022
Q4 		$498 Buy
+16
New +$457 ﹤0.01% 2630

Other funds holding BOX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return