CFO
BOX icon

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
Q2 		$406K Sell
15,296
-7,190
-32% -$179K 0.01% 887
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
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 $3.38T AUM 44.17% 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 40.89% 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

Callan Family Office's BOX Position: Q2 2026 in Review

Callan Family Office reduced its Box (BOX) stake by 32% in Q2 2026, selling an estimated $179K and leaving 15,296 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #887.

Callan Family Office first reported a position in BOX in Q4 2025 and has held it in 3 quarters since. The position peaked at $532K in Q1 2026. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Callan Family Office held 15,296 shares of Box worth $406K as of Q2 2026.
  • Callan Family Office sold 7,190 Box shares in Q2 2026, an estimated $179K.
  • Box made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #887 holding.
  • Callan Family Office first reported a position in Box in Q4 2025 and has held it in 3 quarters since.
  • Callan Family Office's Box position peaked at $532K in Q1 2026.
  • 397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.