Cetera Investment Advisers
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Cetera Investment Advisers’s Box BOX Stock Holding History

Cetera Investment Advisers’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 		$804K Buy
30,308
+370
+1% +$9.23K ﹤0.01% 3246
2026
Q1 		$708K Sell
29,938
-6,114
-17% -$154K ﹤0.01% 3212
2025
Q4 		$1.08M Sell
36,052
-938
-3% -$29.4K ﹤0.01% 2757
2025
Q3 		$1.19M Buy
36,990
+5,099
+16% +$165K ﹤0.01% 2624
2025
Q2 		$1.09M Buy
31,891
+16,375
+106% +$537K ﹤0.01% 2308
2025
Q1 		$479K Buy
15,516
+5,644
+57% +$183K ﹤0.01% 2882
2024
Q4 		$312K Sell
9,872
-86
-0.9% -$2.82K ﹤0.01% 3091
2024
Q3 		$326K Sell
9,958
-177
-2% -$5.16K ﹤0.01% 2996
2024
Q2 		$268K Sell
10,135
-353
-3% -$9.41K ﹤0.01% 3128
2024
Q1 		$297K Buy
+10,488
New +$282K ﹤0.01% 3048

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

Cetera Investment Advisers's BOX Position: Q2 2026 in Review

Cetera Investment Advisers increased its Box (BOX) stake by 1.2% in Q2 2026, buying an estimated $9.23K and bringing the position to 30,308 shares worth $804K. The position accounts for ﹤0.01% of the portfolio, ranked #3246.

Cetera Investment Advisers first reported a position in BOX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.19M in Q3 2025. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Cetera Investment Advisers held 30,308 shares of Box worth $804K as of Q2 2026.
  • Cetera Investment Advisers bought 370 Box shares in Q2 2026, an estimated $9.23K.
  • Box made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3246 holding.
  • Cetera Investment Advisers first reported a position in Box in Q1 2024 and has held it in 10 quarters since.
  • Cetera Investment Advisers's Box position peaked at $1.19M in Q3 2025.
  • 397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.