Financial Consulate’s Box BOX Stock Holding History

Financial Consulate’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	$402	Buy	+12	New	+$386	﹤0.01%	1515

Other funds holding BOX

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Financial Consulate's BOX Position: Q3 2026 in Review

Financial Consulate opened a new position in Box (BOX) in Q3 2026: 12 shares worth $402. The stake represents ﹤0.01% of the portfolio and ranks #1515 among its holdings.

72 funds tracked by Wall St. Rank hold BOX as of Q3 2026.

Financial Consulate held 12 shares of Box worth $402 as of Q3 2026.
Box was a new Financial Consulate position in Q3 2026.
Box made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1515 holding.
72 funds tracked by Wall St. Rank held Box as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.