Bank of New York Mellon’s Box BOX Stock Holding History

Bank of New York Mellon’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	$21.8M	Sell	821,972 -64,814	-7%	-$1.62M	﹤0.01%	1581
2026 Q1	$21M	Sell	886,786 -57,685	-6%	-$1.45M	﹤0.01%	1515
2025 Q4	$28.2M	Sell	944,471 -26,588	-3%	-$834K	0.01%	1343
2025 Q3	$31.3M	Sell	971,059 -341,224	-26%	-$11M	0.01%	1281
2025 Q2	$44.8M	Buy	1,312,283 +32,869	+3%	+$1.08M	0.01%	1068
2025 Q1	$39.5M	Sell	1,279,414 -24,635	-2%	-$798K	0.01%	1096
2024 Q4	$41.2M	Sell	1,304,049 -30,015	-2%	-$984K	0.01%	1141
2024 Q3	$43.7M	Sell	1,334,064 -269,661	-17%	-$7.87M	0.01%	1120
2024 Q2	$42.4M	Buy	1,603,725 +104,228	+7%	+$2.78M	0.01%	1137
2024 Q1	$42.5M	Buy	1,499,497 +576,431	+62%	+$15.5M	0.01%	1135
2023 Q4	$23.6M	Sell	923,066 -21,070	-2%	-$533K	﹤0.01%	1509
2023 Q3	$22.9M	Sell	944,136 -15,771	-2%	-$451K	0.01%	1480
2023 Q2	$28.2M	Buy	959,907 +35,708	+4%	+$989K	0.01%	1363
2023 Q1	$24.8M	Sell	924,199 -52,859	-5%	-$1.59M	0.01%	1433
2022 Q4	$30.4M	Sell	977,058 -1,208	-0.1%	-$34.5K	0.01%	1304
2022 Q3	$23.9M	Sell	978,266 -89,959	-8%	-$2.47M	0.01%	1400
2022 Q2	$26.9M	Sell	1,068,225 -26,797	-2%	-$749K	0.01%	1374
2022 Q1	$31.8M	Sell	1,095,022 -421,242	-28%	-$11.1M	0.01%	1393
2021 Q4	$39.7M	Buy	1,516,264 +59,301	+4%	+$1.53M	0.01%	1311
2021 Q3	$34.5M	Sell	1,456,963 -372,480	-20%	-$9.15M	0.01%	1392
2021 Q2	$46.7M	Sell	1,829,443 -25,675	-1%	-$598K	0.01%	1181
2021 Q1	$42.6M	Buy	1,855,118 +212,735	+13%	+$4.14M	0.01%	1214
2020 Q4	$29.6M	Buy	1,642,383 +216,709	+15%	+$3.77M	0.01%	1389
2020 Q3	$24.8M	Buy	1,425,674 +361,050	+34%	+$6.66M	0.01%	1338
2020 Q2	$22.1M	Buy	1,064,624 +352,019	+49%	+$6.18M	0.01%	1388
2020 Q1	$10M	Buy	712,605 +18,995	+3%	+$283K	﹤0.01%	1700
2019 Q4	$11.6M	Buy	693,610 +95,631	+16%	+$1.6M	﹤0.01%	1882
2019 Q3	$9.9M	Sell	597,979 -12,703	-2%	-$204K	﹤0.01%	1944
2019 Q2	$10.8M	Buy	610,682 +33,702	+6%	+$645K	﹤0.01%	1926
2019 Q1	$11.1M	Buy	576,980 +1,888	+0.3%	+$39.1K	﹤0.01%	1912
2018 Q4	$9.71M	Sell	575,092 -19,904	-3%	-$366K	﹤0.01%	1919
2018 Q3	$14.2M	Buy	594,996 +1,799	+0.3%	+$45.3K	﹤0.01%	1838
2018 Q2	$14.8M	Buy	593,197 +218,611	+58%	+$5.42M	﹤0.01%	1790
2018 Q1	$7.7M	Buy	374,586 +21,244	+6%	+$457K	﹤0.01%	2125
2017 Q4	$7.46M	Buy	353,342 +17,095	+5%	+$361K	﹤0.01%	2141
2017 Q3	$6.5M	Buy	336,247 +470	+0.1%	+$8.83K	﹤0.01%	2217
2017 Q2	$6.13M	Buy	335,777 +83,025	+33%	+$1.5M	﹤0.01%	2236
2017 Q1	$4.12M	Buy	252,752 +57,011	+29%	+$964K	﹤0.01%	2414
2016 Q4	$2.71M	Buy	195,741 +31,460	+19%	+$466K	﹤0.01%	2672
2016 Q3	$2.59M	Buy	164,281 +5,451	+3%	+$69K	﹤0.01%	2600
2016 Q2	$1.64M	Buy	158,830 +76,779	+94%	+$918K	﹤0.01%	2835
2016 Q1	$1M	Sell	82,051 -6,627	-7%	-$75.2K	﹤0.01%	3053
2015 Q4	$1.24M	Buy	88,678 +12,789	+17%	+$168K	﹤0.01%	3027
2015 Q3	$956K	Buy	75,889 +17,950	+31%	+$267K	﹤0.01%	3215
2015 Q2	$1.08M	Buy	57,939 +16,915	+41%	+$297K	﹤0.01%	3299
2015 Q1	$810K	Buy	+41,024	New	+$772K	﹤0.01%	3408

Other funds holding BOX

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Bank of New York Mellon's BOX Position: Q2 2026 in Review

Bank of New York Mellon reduced its Box (BOX) stake by 7.3% in Q2 2026, selling an estimated $1.62M and leaving 821,972 shares worth $21.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Bank of New York Mellon first reported a position in BOX in Q1 2015 and has held it in 46 quarters since. The position peaked at $46.7M in Q2 2021. 214 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Bank of New York Mellon held 821,972 shares of Box worth $21.8M as of Q2 2026.
Bank of New York Mellon sold 64,814 Box shares in Q2 2026, an estimated $1.62M.
Box made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #1581 holding.
Bank of New York Mellon first reported a position in Box in Q1 2015 and has held it in 46 quarters since.
Bank of New York Mellon's Box position peaked at $46.7M in Q2 2021.
214 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.