Creative Financial Designs’s Box BOX Stock Holding History

Creative Financial Designs’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	$717	Hold	27	–	–	﹤0.01%	2095
2026 Q1	$638	Sell	27 -850	-97%	-$21.4K	﹤0.01%	1972
2025 Q4	$26.2K	Sell	877 -500	-36%	-$15.7K	﹤0.01%	1075
2025 Q3	$44.4K	Buy	1,377 +1,350	+5,000%	+$43.7K	﹤0.01%	888
2025 Q2	$923	Hold	27	–	–	﹤0.01%	1789
2025 Q1	$833	Sell	27 -27	-50%	-$875	﹤0.01%	1823
2024 Q4	$1.71K	Buy	+54	New	+$1.77K	﹤0.01%	1619
2020 Q1	–	Sell	-560	Closed	-$10K	–	478
2019 Q4	$10K	Hold	560	–	–	﹤0.01%	392
2019 Q3	$9K	Sell	560 -350	-38%	-$5.62K	﹤0.01%	414
2019 Q2	$16K	Sell	910 -150	-14%	-$2.87K	0.01%	349
2019 Q1	$20K	Hold	1,060	–	–	0.01%	305
2018 Q4	$18K	Buy	1,060 +450	+74%	+$8.28K	0.01%	286
2018 Q3	$15K	Hold	610	–	–	0.01%	377
2018 Q2	$15K	Buy	+610	New	+$15.1K	0.01%	401

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Financial Designs's BOX Position: Q2 2026 in Review

Creative Financial Designs held its Box (BOX) position steady in Q2 2026 at 27 shares worth $717. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

Creative Financial Designs first reported a position in BOX in Q2 2018 and has held it in 14 quarters since. The position peaked at $44.4K in Q3 2025. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Creative Financial Designs held 27 shares of Box worth $717 as of Q2 2026.
Creative Financial Designs left its Box share count unchanged in Q2 2026.
Box made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2095 holding.
Creative Financial Designs first reported a position in Box in Q2 2018 and has held it in 14 quarters since.
Creative Financial Designs's Box position peaked at $44.4K in Q3 2025.
394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.