BC
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Burney Company’s Box BOX Stock Holding History

Burney Company’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
-10,835
Closed -$324K – 585
2025
Q4 		$324K Sell
10,835
-1,162
-10% -$36.5K 0.01% 511
2025
Q3 		$387K Buy
11,997
+127
+1% +$4.11K 0.01% 459
2025
Q2 		$406K Sell
11,870
-9,322
-44% -$306K 0.01% 447
2025
Q1 		$654K Sell
21,192
-12,070
-36% -$391K 0.02% 375
2024
Q4 		$1.05M Sell
33,262
-584
-2% -$19.2K 0.04% 311
2024
Q3 		$1.11M Sell
33,846
-11,292
-25% -$329K 0.04% 302
2024
Q2 		$1.19M Sell
45,138
-228,840
-84% -$6.1M 0.05% 295
2024
Q1 		$7.76M Sell
273,978
-4,539
-2% -$122K 0.3% 86
2023
Q4 		$7.13M Sell
278,517
-18,441
-6% -$466K 0.3% 87
2023
Q3 		$7.19M Buy
296,958
+47,421
+19% +$1.35M 0.34% 77
2023
Q2 		$7.33M Sell
249,537
-303,585
-55% -$8.41M 0.34% 80
2023
Q1 		$14.8M Sell
553,122
-27,049
-5% -$815K 0.73% 20
2022
Q4 		$18.1M Sell
580,171
-65,179
-10% -$1.86M 0.91% 16
2022
Q3 		$15.7M Sell
645,350
-42,618
-6% -$1.17M 0.87% 15
2022
Q2 		$17.3M Sell
687,968
-49,431
-7% -$1.38M 0.91% 18
2022
Q1 		$21.4M Buy
+737,399
New +$19.4M 0.98% 10
2021
Q3 		– Sell
-32,894
Closed -$840K – 576
2021
Q2 		$840K Buy
+32,894
New +$767K 0.04% 346

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

Burney Company's BOX Position: Q1 2026 in Review

Burney Company sold out of Box (BOX) in Q1 2026, closing a stake of 10,835 shares — an estimated $324K sold.

Burney Company first reported a position in BOX in Q2 2021 and held it in 17 quarters. The position peaked at $21.4M in Q1 2022. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Burney Company reported no remaining Box position as of Q1 2026 after selling out during the quarter.
  • Burney Company sold 10,835 Box shares in Q1 2026, an estimated $324K.
  • Burney Company first reported a position in Box in Q2 2021 and held it in 17 quarters.
  • Burney Company's Box position peaked at $21.4M in Q1 2022.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Burney Company's 13F filing for Q1 2026, filed 29 Apr 2026.