BP
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Ballentine Partners’s Box BOX Stock Holding History

Ballentine 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 		$449K Buy
+16,932
New +$423K 0.01% 604
2017
Q4 		– Sell
-13,500
Closed -$261K – 377
2017
Q3 		$261K Hold
13,500
– – 0.01% 297
2017
Q2 		$269K Buy
+13,500
New +$243K 0.02% 294

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 40.89% 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

Ballentine Partners's BOX Position: Q2 2026 in Review

Ballentine Partners opened a new position in Box (BOX) in Q2 2026: 16,932 shares worth $449K. The stake represents 0.01% of the portfolio and ranks #604 among its holdings. This is a return to the name: Ballentine Partners previously reported a position in BOX as recently as Q3 2017.

Ballentine Partners first reported a position in BOX in Q2 2017 and has held it in 3 quarters since. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Ballentine Partners held 16,932 shares of Box worth $449K as of Q2 2026.
  • Box was a new Ballentine Partners position in Q2 2026.
  • Box made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #604 holding.
  • Ballentine Partners first reported a position in Box in Q2 2017 and has held it in 3 quarters since.
  • 397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.