CoreCap Advisors’s Box BOX Stock Holding History

CoreCap 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 Q3	$1.24K	Hold	37	–	–	﹤0.01%	2623
2026 Q2	$982	Buy	37 +32	+640%	+$799	﹤0.01%	2703
2026 Q1	$118	Hold	5	–	–	﹤0.01%	2824
2025 Q4	$150	Hold	5	–	–	﹤0.01%	2840
2025 Q3	$161	Hold	5	–	–	﹤0.01%	2691
2025 Q2	$171	Hold	5	–	–	﹤0.01%	2637
2025 Q1	$154	Buy	+5	New	+$162	﹤0.01%	3024
2024 Q4	–	Sell	-500	Closed	-$16.4K	–	2872
2024 Q3	$16.4K	Hold	500	–	–	﹤0.01%	1626
2024 Q2	$13.2K	Hold	500	–	–	﹤0.01%	1004
2024 Q1	$14.2K	Buy	+500	New	+$13.4K	﹤0.01%	1624
2022 Q4	$17.4K	Buy	+560	New	+$16K	﹤0.01%	1347
2022 Q3	–	Sell	-60	Closed	-$2K	–	723
2022 Q2	$2K	Buy	+60	New	+$1.68K	﹤0.01%	1838
2022 Q1	–	Sell	-60	Closed	-$2K	–	735
2021 Q4	$2K	Buy	+60	New	+$1.55K	﹤0.01%	1929

Other funds holding BOX

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

CoreCap Advisors's BOX Position: Q3 2026 in Review

CoreCap Advisors held its Box (BOX) position steady in Q3 2026 at 37 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2623.

CoreCap Advisors first reported a position in BOX in Q4 2021 and has held it in 13 quarters since. The position peaked at $17.4K in Q4 2022. 62 funds tracked by Wall St. Rank hold BOX as of Q3 2026.

CoreCap Advisors held 37 shares of Box worth $1.24K as of Q3 2026.
CoreCap Advisors left its Box share count unchanged in Q3 2026.
Box made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2623 holding.
CoreCap Advisors first reported a position in Box in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Box position peaked at $17.4K in Q4 2022.
62 funds tracked by Wall St. Rank held Box as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.