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Cornerstone Financial Management’s Box BOX Stock Holding History

Cornerstone Financial Management’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 		$2.15K Buy
81
+14
+21% +$349 ﹤0.01% 819
2026
Q1 		$1.58K Buy
67
+50
+294% +$1.26K ﹤0.01% 813
2025
Q4 		$508 Buy
+17
New +$533 ﹤0.01% 1157

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

Cornerstone Financial Management's BOX Position: Q2 2026 in Review

Cornerstone Financial Management increased its Box (BOX) stake by 21% in Q2 2026, buying an estimated $349 and bringing the position to 81 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Cornerstone Financial Management first reported a position in BOX in Q4 2025 and has held it in 3 quarters since. 396 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Cornerstone Financial Management held 81 shares of Box worth $2.15K as of Q2 2026.
  • Cornerstone Financial Management bought 14 Box shares in Q2 2026, an estimated $349.
  • Box made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #819 holding.
  • Cornerstone Financial Management first reported a position in Box in Q4 2025 and has held it in 3 quarters since.
  • 396 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.