BPI
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BFC Planning, Inc.’s Box BOX Stock Holding History

BFC Planning, Inc.’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 		$6.19K Buy
185
+56
+43% +$1.8K ﹤0.01% 2586
2026
Q2 		$3.42K Hold
129
– – ﹤0.01% 2821
2026
Q1 		$3.05K Sell
129
-34,874
-100% -$878K ﹤0.01% 2488
2025
Q4 		$1.05M Buy
35,003
+914
+3% +$28.7K 0.05% 357
2025
Q3 		$1.1M Buy
34,089
+1,598
+5% +$51.7K 0.08% 217
2025
Q2 		$1.11M Buy
32,491
+3,414
+12% +$112K 0.09% 206
2025
Q1 		$897K Buy
29,077
+740
+3% +$24K 0.08% 220
2024
Q4 		$895K Buy
28,337
+672
+2% +$22K 0.07% 219
2024
Q3 		$905K Buy
+27,665
New +$807K 0.08% 220

Other funds holding BOX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BFC Planning, Inc.'s BOX Position: Q3 2026 in Review

BFC Planning, Inc. increased its Box (BOX) stake by 43% in Q3 2026, buying an estimated $1.8K and bringing the position to 185 shares worth $6.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2586.

BFC Planning, Inc. first reported a position in BOX in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.11M in Q2 2025. 329 funds tracked by Wall St. Rank hold BOX as of Q3 2026.

  • BFC Planning, Inc. held 185 shares of Box worth $6.19K as of Q3 2026.
  • BFC Planning, Inc. bought 56 Box shares in Q3 2026, an estimated $1.8K.
  • Box made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2586 holding.
  • BFC Planning, Inc. first reported a position in Box in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s Box position peaked at $1.11M in Q2 2025.
  • 329 funds tracked by Wall St. Rank held Box as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.