BFS
BOX icon

Bare Financial Services’s Box BOX Stock Holding History

Bare Financial Services’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 		$20.2K Buy
762
+388
+104% +$9.68K ﹤0.01% 268
2026
Q1 		$8.84K Buy
374
+358
+2,238% +$9.01K ﹤0.01% 413
2025
Q4 		$479 Sell
16
-15
-48% -$471 ﹤0.01% 1440
2025
Q3 		$1K Sell
31
-2
-6% -$65 ﹤0.01% 1029
2025
Q2 		$1.13K Buy
+33
New +$1.08K ﹤0.01% 882

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 40.91% 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

Bare Financial Services's BOX Position: Q2 2026 in Review

Bare Financial Services increased its Box (BOX) stake by 104% in Q2 2026, buying an estimated $9.68K and bringing the position to 762 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Bare Financial Services first reported a position in BOX in Q2 2025 and has held it in 5 quarters since. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Bare Financial Services held 762 shares of Box worth $20.2K as of Q2 2026.
  • Bare Financial Services bought 388 Box shares in Q2 2026, an estimated $9.68K.
  • Box made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #268 holding.
  • Bare Financial Services first reported a position in Box in Q2 2025 and has held it in 5 quarters since.
  • 394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.