Financial Management Professionals
BOX icon

Financial Management Professionals’s Box BOX Stock Holding History

Financial Management Professionals’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 		– Sell
-400
Closed -$10.6K – 1060
2026
Q2 		$10.6K Buy
+400
New +$10K ﹤0.01% 573

Other funds holding BOX

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Tealwood Asset Management
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Financial Management Professionals's BOX Position: Q3 2026 in Review

Financial Management Professionals sold out of Box (BOX) in Q3 2026, closing a stake of 400 shares — an estimated $10.6K sold.

Financial Management Professionals first reported a position in BOX in Q2 2026 and held it in 1 quarter. The position peaked at $10.6K in Q2 2026. 72 funds tracked by Wall St. Rank hold BOX as of Q3 2026.

  • Financial Management Professionals reported no remaining Box position as of Q3 2026 after selling out during the quarter.
  • Financial Management Professionals sold 400 Box shares in Q3 2026, an estimated $10.6K.
  • Financial Management Professionals first reported a position in Box in Q2 2026 and held it in 1 quarter.
  • Financial Management Professionals's Box position peaked at $10.6K in Q2 2026.
  • 72 funds tracked by Wall St. Rank held Box as of Q3 2026.

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