GFPC
BOX icon

Global Financial Private Client’s Box BOX Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-22
Closed -$679 – 397
2025
Q1 		$679 Buy
22
+16
+267% +$518 ﹤0.01% 1177
2024
Q4 		$190 Buy
+6
New +$197 ﹤0.01% 1286

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Financial Private Client's BOX Position: Q2 2025 in Review

Global Financial Private Client sold out of Box (BOX) in Q2 2025, closing a stake of 22 shares — an estimated $679 sold.

Global Financial Private Client first reported a position in BOX in Q4 2024 and held it in 2 quarters. The position peaked at $679 in Q1 2025. 415 funds tracked by Wall St. Rank hold BOX as of Q2 2025.

  • Global Financial Private Client reported no remaining Box position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 22 Box shares in Q2 2025, an estimated $679.
  • Global Financial Private Client first reported a position in Box in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Box position peaked at $679 in Q1 2025.
  • 415 funds tracked by Wall St. Rank held Box as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.