BFG
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Bleakley Financial Group’s Box BOX Stock Holding History

Bleakley Financial Group’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
2025
Q1 		– Sell
-6,334
Closed -$200K – 569
2024
Q4 		$200K Buy
+6,334
New +$208K 0.01% 949

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bleakley Financial Group's BOX Position: Q1 2025 in Review

Bleakley Financial Group sold out of Box (BOX) in Q1 2025, closing a stake of 6,334 shares — an estimated $200K sold.

Bleakley Financial Group first reported a position in BOX in Q4 2024 and held it in 1 quarter. The position peaked at $200K in Q4 2024. 392 funds tracked by Wall St. Rank hold BOX as of Q1 2025.

  • Bleakley Financial Group reported no remaining Box position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 6,334 Box shares in Q1 2025, an estimated $200K.
  • Bleakley Financial Group first reported a position in Box in Q4 2024 and held it in 1 quarter.
  • Bleakley Financial Group's Box position peaked at $200K in Q4 2024.
  • 392 funds tracked by Wall St. Rank held Box as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.