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Godfrey Financial Associates’s Box BOX Stock Holding History

Godfrey Financial Associates’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
Q2 		$2.52K Hold
95
– – ﹤0.01% 645
2026
Q1 		$2.25K Hold
95
– – ﹤0.01% 634
2025
Q4 		$2.84K Buy
+95
New +$2.98K ﹤0.01% 579

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Godfrey Financial Associates's BOX Position: Q2 2026 in Review

Godfrey Financial Associates held its Box (BOX) position steady in Q2 2026 at 95 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Godfrey Financial Associates first reported a position in BOX in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.84K in Q4 2025. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Godfrey Financial Associates held 95 shares of Box worth $2.52K as of Q2 2026.
  • Godfrey Financial Associates left its Box share count unchanged in Q2 2026.
  • Box made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #645 holding.
  • Godfrey Financial Associates first reported a position in Box in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Box position peaked at $2.84K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.