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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
Q2 		$45.6K Buy
1,718
+271
+19% +$6.76K ﹤0.01% 2577
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 $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 $3.38T AUM 44.17% 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 40.89% 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

Allworth Financial's BOX Position: Q2 2026 in Review

Allworth Financial increased its Box (BOX) stake by 19% in Q2 2026, buying an estimated $6.76K and bringing the position to 1,718 shares worth $45.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2577.

Allworth Financial first reported a position in BOX in Q4 2022 and has held it in 13 quarters since. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Allworth Financial held 1,718 shares of Box worth $45.6K as of Q2 2026.
  • Allworth Financial bought 271 Box shares in Q2 2026, an estimated $6.76K.
  • Box made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2577 holding.
  • Allworth Financial first reported a position in Box in Q4 2022 and has held it in 13 quarters since.
  • 397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.