CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Box BOX Stock Holding History

CAPTRUST Financial Advisors’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 		$328K Buy
13,894
+2,849
+26% +$71.7K ﹤0.01% 2325
2025
Q4 		$330K Sell
11,045
-58
-0.5% -$1.82K ﹤0.01% 2176
2025
Q3 		$358K Buy
11,103
+457
+4% +$14.8K ﹤0.01% 2046
2025
Q2 		$364K Buy
10,646
+132
+1% +$4.33K ﹤0.01% 1933
2025
Q1 		$324K Buy
10,514
+751
+8% +$24.3K ﹤0.01% 1892
2024
Q4 		$309K Sell
9,763
-668
-6% -$21.9K ﹤0.01% 1898
2024
Q3 		$341K Sell
10,431
-808
-7% -$23.6K ﹤0.01% 1812
2024
Q2 		$297K Buy
11,239
+558
+5% +$14.9K ﹤0.01% 1821
2024
Q1 		$302K Sell
10,681
-4,916
-32% -$132K ﹤0.01% 1765
2023
Q4 		$399K Sell
15,597
-17,274
-53% -$437K ﹤0.01% 1913
2023
Q3 		$796K Buy
32,871
+2,964
+10% +$84.7K ﹤0.01% 1339
2023
Q2 		$879K Sell
29,907
-2,881
-9% -$79.8K ﹤0.01% 1277
2023
Q1 		$878K Sell
32,788
-5,443
-14% -$164K ﹤0.01% 1103
2022
Q4 		$1.19M Buy
38,231
+369
+1% +$10.5K 0.01% 892
2022
Q3 		$923K Sell
37,862
-1,731
-4% -$47.6K 0.01% 953
2022
Q2 		$995K Buy
39,593
+1,674
+4% +$46.8K 0.01% 840
2022
Q1 		$1.1M Sell
37,919
-11,325
-23% -$298K 0.01% 806
2021
Q4 		$1.29M Buy
49,244
+48,233
+4,771% +$1.24M 0.01% 702
2021
Q3 		$24K Buy
1,011
+574
+131% +$14.1K ﹤0.01% 3038
2021
Q2 		$11K Buy
437
+373
+583% +$8.69K ﹤0.01% 3484
2021
Q1 		$1K Sell
64
-2,543
-98% -$49.5K ﹤0.01% 4167
2020
Q4 		$47K Sell
2,607
-2,134
-45% -$37.2K ﹤0.01% 1852
2020
Q3 		$83K Buy
4,741
+368
+8% +$6.79K ﹤0.01% 1416
2020
Q2 		$93K Buy
+4,373
New +$76.8K ﹤0.01% 1369
2019
Q4 		– Sell
-3,793
Closed -$63K – 1106
2019
Q3 		$63K Buy
3,793
+50
+1% +$802 ﹤0.01% 923
2019
Q2 		$66K Buy
+3,743
New +$71.6K ﹤0.01% 884

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

CAPTRUST Financial Advisors's BOX Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Box (BOX) stake by 26% in Q1 2026, buying an estimated $71.7K and bringing the position to 13,894 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #2325.

CAPTRUST Financial Advisors first reported a position in BOX in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.29M in Q4 2021. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • CAPTRUST Financial Advisors held 13,894 shares of Box worth $328K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 2,849 Box shares in Q1 2026, an estimated $71.7K.
  • Box made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2325 holding.
  • CAPTRUST Financial Advisors first reported a position in Box in Q2 2019 and has held it in 26 quarters since.
  • CAPTRUST Financial Advisors's Box position peaked at $1.29M in Q4 2021.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.