Bank of Montreal’s Box BOX Stock Holding History

Bank of Montreal’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 Q1	–	Sell	-250,000	Closed	-$7.48M	–	3769
2025 Q4	$7.48M	Buy	+250,000	New	+$7.84M	﹤0.01%	1213
2021 Q4	–	Sell	-1,300	Closed	-$32K	–	3517
2021 Q3	$32K	Buy	+1,300	New	+$31.9K	﹤0.01%	3601
2017 Q1	–	Sell	-16,200	Closed	-$247K	–	3975
2016 Q4	$247K	Hold	16,200	–	–	﹤0.01%	2401
2016 Q3	$255K	Hold	16,200	–	–	﹤0.01%	2349
2016 Q2	$168K	Buy	+16,200	New	+$194K	﹤0.01%	2557

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 $24.3B AUM 34.41% 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 $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Bank of Montreal reduced its Box (BOX) stake by 82% in Q1 2026, selling an estimated $4.1M and leaving 35,805 shares worth $846K. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

Bank of Montreal first reported a position in BOX in Q2 2015 and has held it in 44 quarters since. The position peaked at $20.9M in Q3 2025. 399 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

Bank of Montreal held 35,805 shares of Box worth $846K as of Q1 2026.
Bank of Montreal sold 162,752 Box shares in Q1 2026, an estimated $4.1M.
Box made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2134 holding.
Bank of Montreal first reported a position in Box in Q2 2015 and has held it in 44 quarters since.
Bank of Montreal's Box position peaked at $20.9M in Q3 2025.
399 funds tracked by Wall St. Rank held Box as of Q1 2026.

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