FFA
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Fairfield Financial Advisors’s Box BOX Stock Holding History

Fairfield Financial 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
2025
Q1 		– Sell
-300
Closed -$9.48K – 88
2024
Q4 		$9.48K Hold
300
– – ﹤0.01% 204
2024
Q3 		$9.82K Hold
300
– – ﹤0.01% 226
2024
Q2 		$7.93K Buy
+300
New +$8K ﹤0.01% 224
2023
Q4 		$7.68K Hold
300
– – ﹤0.01% 254
2023
Q3 		$7.26K Hold
300
– – ﹤0.01% 240
2023
Q2 		$8.81K Hold
300
– – ﹤0.01% 245
2023
Q1 		$7.8K Hold
300
– – ﹤0.01% 258
2022
Q4 		$9.34K Hold
300
– – ﹤0.01% 223
2022
Q3 		$7.32K Hold
300
– – ﹤0.01% 240
2022
Q2 		$7.54K Hold
300
– – ﹤0.01% 224
2022
Q1 		$8.72K Buy
+300
New +$7.89K ﹤0.01% 233

Other funds holding BOX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return