FFA
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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
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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Farther Finance Advisors's BOX Position: Q2 2026 in Review

Farther Finance Advisors reduced its Box (BOX) stake by 25% in Q2 2026, selling an estimated $13.7K and leaving 1,628 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3361.

Farther Finance Advisors first reported a position in BOX in Q1 2023 and has held it in 14 quarters since. The position peaked at $116K in Q1 2025. 61 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Farther Finance Advisors held 1,628 shares of Box worth $43.2K as of Q2 2026.
  • Farther Finance Advisors sold 549 Box shares in Q2 2026, an estimated $13.7K.
  • Box made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3361 holding.
  • Farther Finance Advisors first reported a position in Box in Q1 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's Box position peaked at $116K in Q1 2025.
  • 61 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.