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Financial Network Wealth Advisors’s Box BOX Stock Holding History

Financial Network Wealth 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
Q1 		– Sell
-63
Closed -$1.88K – 791
2025
Q4 		$1.88K Hold
63
– – ﹤0.01% 688
2025
Q3 		$2.03K Sell
63
-4
-6% -$129 ﹤0.01% 668
2025
Q2 		$2.29K Hold
67
– – ﹤0.01% 626
2025
Q1 		$2.07K Buy
+67
New +$2.17K ﹤0.01% 589
2024
Q4 		– Sell
-52
Closed -$1.7K – 528
2024
Q3 		$1.7K Buy
+52
New +$1.52K ﹤0.01% 677

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Financial Network Wealth Advisors's BOX Position: Q1 2026 in Review

Financial Network Wealth Advisors sold out of Box (BOX) in Q1 2026, closing a stake of 63 shares — an estimated $1.88K sold.

Financial Network Wealth Advisors first reported a position in BOX in Q3 2024 and held it in 5 quarters. The position peaked at $2.29K in Q2 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Financial Network Wealth Advisors reported no remaining Box position as of Q1 2026 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 63 Box shares in Q1 2026, an estimated $1.88K.
  • Financial Network Wealth Advisors first reported a position in Box in Q3 2024 and held it in 5 quarters.
  • Financial Network Wealth Advisors's Box position peaked at $2.29K in Q2 2025.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.