Bank of America’s Box BOX Stock Holding History

Bank of America’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
2023 Q4	–	Sell	-200,000	Closed	-$4.84M	–	8011
2023 Q3	$4.84M	Buy	+200,000	New	+$5.71M	﹤0.01%	3440
2021 Q3	–	Sell	-880,000	Closed	-$22.5M	–	8113
2021 Q2	$22.5M	Buy	880,000 +461,700	+110%	+$10.8M	﹤0.01%	2034
2021 Q1	$9.6M	Buy	+418,300	New	+$8.14M	﹤0.01%	2768
2016 Q2	–	Sell	-250,000	Closed	-$3.06M	–	7122
2016 Q1	$3.06M	Buy	+250,000	New	+$2.84M	﹤0.01%	3203

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America's BOX Position: Q1 2026 in Review

Bank of America reduced its Box (BOX) stake by 3.4% in Q1 2026, selling an estimated $2.94M and leaving 3,351,199 shares worth $79.2M. The position accounts for 0.01% of the portfolio, ranked #1288.

Bank of America first reported a position in BOX in Q1 2015 and has held it in 45 quarters since. The position peaked at $128M in Q2 2025. 399 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

Bank of America held 3,351,199 shares of Box worth $79.2M as of Q1 2026.
Bank of America sold 116,714 Box shares in Q1 2026, an estimated $2.94M.
Box made up 0.01% of Bank of America's portfolio in Q1 2026, its #1288 holding.
Bank of America first reported a position in Box in Q1 2015 and has held it in 45 quarters since.
Bank of America's Box position peaked at $128M in Q2 2025.
399 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.