FFA
BOX icon

Farther Finance Advisors’s Box BOX Stock Holding History

Farther Finance 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 		$73.5K Buy
2,195
+567
+35% +$18.2K ﹤0.01% 3109
2026
Q2 		$43.2K Sell
1,628
-549
-25% -$13.7K ﹤0.01% 3361
2026
Q1 		$51.5K Buy
2,177
+95
+5% +$2.39K ﹤0.01% 2977
2025
Q4 		$62.3K Buy
2,082
+159
+8% +$4.99K ﹤0.01% 2672
2025
Q3 		$62.1K Buy
1,923
+156
+9% +$5.05K ﹤0.01% 2325
2025
Q2 		$60.4K Sell
1,767
-1,942
-52% -$63.7K ﹤0.01% 2039
2025
Q1 		$116K Buy
3,709
+1,130
+44% +$36.6K ﹤0.01% 1464
2024
Q4 		$81.5K Buy
2,579
+417
+19% +$13.7K ﹤0.01% 1405
2024
Q3 		$70.8K Buy
2,162
+1,536
+245% +$44.8K ﹤0.01% 1467
2024
Q2 		$16.5K Sell
626
-220
-26% -$5.86K ﹤0.01% 1847
2024
Q1 		$24.1K Buy
846
+836
+8,360% +$22.4K ﹤0.01% 1427
2023
Q4 		$256 Sell
10
-242
-96% -$6.12K ﹤0.01% 3170
2023
Q3 		$6.1K Sell
252
-1,719
-87% -$49.1K ﹤0.01% 1460
2023
Q2 		$57.9K Buy
1,971
+475
+32% +$13.2K 0.01% 624
2023
Q1 		$40.1K Buy
+1,496
New +$45.1K 0.01% 672

Other funds holding BOX

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's BOX Position: Q3 2026 in Review

Farther Finance Advisors increased its Box (BOX) stake by 35% in Q3 2026, buying an estimated $18.2K and bringing the position to 2,195 shares worth $73.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3109.

Farther Finance Advisors first reported a position in BOX in Q1 2023 and has held it in 15 quarters since. The position peaked at $116K in Q1 2025. 13 funds tracked by Wall St. Rank hold BOX as of Q3 2026.

  • Farther Finance Advisors held 2,195 shares of Box worth $73.5K as of Q3 2026.
  • Farther Finance Advisors bought 567 Box shares in Q3 2026, an estimated $18.2K.
  • Box made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3109 holding.
  • Farther Finance Advisors first reported a position in Box in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's Box position peaked at $116K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held Box as of Q3 2026.

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