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D.A. Davidson & Co’s Box BOX Stock Holding History

D.A. Davidson & Co’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 		$227K Buy
+8,555
New +$214K ﹤0.01% 1483
2017
Q3 		– Sell
-500
Closed -$9K – 1190
2017
Q2 		$9K Buy
+500
New +$9.02K ﹤0.01% 2059

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 40.89% 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

D.A. Davidson & Co's BOX Position: Q2 2026 in Review

D.A. Davidson & Co opened a new position in Box (BOX) in Q2 2026: 8,555 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #1483 among its holdings. This is a return to the name: D.A. Davidson & Co previously reported a position in BOX as recently as Q2 2017.

D.A. Davidson & Co first reported a position in BOX in Q2 2017 and has held it in 2 quarters since. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • D.A. Davidson & Co held 8,555 shares of Box worth $227K as of Q2 2026.
  • Box was a new D.A. Davidson & Co position in Q2 2026.
  • Box made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1483 holding.
  • D.A. Davidson & Co first reported a position in Box in Q2 2017 and has held it in 2 quarters since.
  • 397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.