Callan Family Office’s Box BOX Stock Holding History

Callan Family Office’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	$532K	Buy	22,486 +15,618	+227%	+$393K	0.01%	746
2025 Q4	$205K	Buy	+6,868	New	+$215K	﹤0.01%	1051

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Callan Family Office's BOX Position: Q1 2026 in Review

Callan Family Office increased its Box (BOX) stake by 227% in Q1 2026, buying an estimated $393K and bringing the position to 22,486 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #746.

Callan Family Office first reported a position in BOX in Q4 2025 and has held it in 2 quarters since. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

Callan Family Office held 22,486 shares of Box worth $532K as of Q1 2026.
Callan Family Office bought 15,618 Box shares in Q1 2026, an estimated $393K.
Box made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #746 holding.
Callan Family Office first reported a position in Box in Q4 2025 and has held it in 2 quarters since.
398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.