BWP
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Balboa Wealth Partners’s Box BOX Stock Holding History

Balboa Wealth Partners’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 		$222K Buy
+8,359
New +$209K 0.03% 417

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

Balboa Wealth Partners's BOX Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in Box (BOX) in Q2 2026: 8,359 shares worth $222K. The stake represents 0.03% of the portfolio and ranks #417 among its holdings.

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

  • Balboa Wealth Partners held 8,359 shares of Box worth $222K as of Q2 2026.
  • Box was a new Balboa Wealth Partners position in Q2 2026.
  • Box made up 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #417 holding.
  • 395 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.