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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal's BOX Position: Q2 2026 in Review

Bank of Montreal increased its Box (BOX) stake by 121% in Q2 2026, buying an estimated $1.08M and bringing the position to 79,134 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

Bank of Montreal first reported a position in BOX in Q2 2015 and has held it in 45 quarters since. The position peaked at $20.9M in Q3 2025. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Bank of Montreal held 79,134 shares of Box worth $2.1M as of Q2 2026.
Bank of Montreal bought 43,329 Box shares in Q2 2026, an estimated $1.08M.
Box made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1715 holding.
Bank of Montreal first reported a position in Box in Q2 2015 and has held it in 45 quarters since.
Bank of Montreal's Box position peaked at $20.9M in Q3 2025.
397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.