AAS
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Ameritas Advisory Services’s Box BOX Stock Holding History

Ameritas Advisory Services’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
2025
Q3 		– Sell
-1,187
Closed -$40.6K – 2207
2025
Q2 		$40.6K Buy
+1,187
New +$38.9K ﹤0.01% 1405
2023
Q2 		– Sell
-4,486
Closed -$120K – 787
2023
Q1 		$120K Buy
+4,486
New +$135K 0.01% 932

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameritas Advisory Services's BOX Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Box (BOX) in Q3 2025, closing a stake of 1,187 shares — an estimated $40.6K sold.

Ameritas Advisory Services first reported a position in BOX in Q1 2023 and held it in 2 quarters. The position peaked at $120K in Q1 2023. 408 funds tracked by Wall St. Rank hold BOX as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Box position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,187 Box shares in Q3 2025, an estimated $40.6K.
  • Ameritas Advisory Services first reported a position in Box in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Box position peaked at $120K in Q1 2023.
  • 408 funds tracked by Wall St. Rank held Box as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.