CFFP
BOX icon

Center for Financial Planning’s Box BOX Stock Holding History

Center for Financial Planning’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 		$33.2K Hold
1,250
– – ﹤0.01% 374
2026
Q1 		$29.6K Hold
1,250
– – ﹤0.01% 371
2025
Q4 		$37.4K Hold
1,250
– – ﹤0.01% 331
2025
Q3 		$40.3K Hold
1,250
– – ﹤0.01% 330
2025
Q2 		$42.7K Hold
1,250
– – ﹤0.01% 313
2025
Q1 		$38.6K Hold
1,250
– – ﹤0.01% 307
2024
Q4 		$39.5K Hold
1,250
– – 0.01% 294
2024
Q3 		$40.9K Hold
1,250
– – 0.01% 276
2024
Q2 		$33K Hold
1,250
– – ﹤0.01% 283
2024
Q1 		$35.4K Buy
+1,250
New +$33.6K 0.01% 279

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 $3.37T AUM 44.26% 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 40.91% 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

Center for Financial Planning's BOX Position: Q2 2026 in Review

Center for Financial Planning held its Box (BOX) position steady in Q2 2026 at 1,250 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Center for Financial Planning first reported a position in BOX in Q1 2024 and has held it in 10 quarters since. The position peaked at $42.7K in Q2 2025. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Center for Financial Planning held 1,250 shares of Box worth $33.2K as of Q2 2026.
  • Center for Financial Planning left its Box share count unchanged in Q2 2026.
  • Box made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #374 holding.
  • Center for Financial Planning first reported a position in Box in Q1 2024 and has held it in 10 quarters since.
  • Center for Financial Planning's Box position peaked at $42.7K in Q2 2025.
  • 394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.