BMC
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Bear Mountain Capital’s Box BOX Stock Holding History

Bear Mountain Capital’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 		$20.8K Hold
867
– – 0.01% 85
2025
Q4 		$23K Sell
867
-4
-0.5% -$125 0.01% 85
2025
Q3 		$29.2K Buy
871
+4
+0.5% +$129 0.01% 80
2025
Q2 		$28.1K Hold
867
– – 0.01% 77
2025
Q1 		$27.3K Hold
867
– – 0.01% 80
2024
Q4 		$27.3K Hold
867
– – 0.01% 72
2024
Q3 		$28.4K Hold
867
– – 0.01% 71
2024
Q2 		$22.7K Hold
867
– – 0.01% 82
2024
Q1 		$22.8K Hold
867
– – 0.01% 88
2023
Q4 		$22K Buy
+867
New +$21.9K 0.01% 91

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bear Mountain Capital's BOX Position: Q1 2026 in Review

Bear Mountain Capital held its Box (BOX) position steady in Q1 2026 at 867 shares worth $20.8K. The position accounts for 0.01% of the portfolio, ranked #85.

Bear Mountain Capital first reported a position in BOX in Q4 2023 and has held it in 10 quarters since. The position peaked at $29.2K in Q3 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Bear Mountain Capital held 867 shares of Box worth $20.8K as of Q1 2026.
  • Bear Mountain Capital left its Box share count unchanged in Q1 2026.
  • Box made up 0.01% of Bear Mountain Capital's portfolio in Q1 2026, its #85 holding.
  • Bear Mountain Capital first reported a position in Box in Q4 2023 and has held it in 10 quarters since.
  • Bear Mountain Capital's Box position peaked at $29.2K in Q3 2025.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Bear Mountain Capital's 13F filing for Q1 2026, filed 12 May 2026.