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IFP Advisors’s Box BOX Stock Holding History

IFP 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
2018
Q3 		– Sell
-1,000
Closed -$25K – 3830
2018
Q2 		$25K Buy
+1,000
New +$24.8K ﹤0.01% 2330

Other funds holding BOX

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

IFP Advisors's BOX Position: Q2 2026 in Review

IFP Advisors increased its Box (BOX) stake by 0.04% in Q2 2026, buying an estimated $150 and bringing the position to 15,266 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #1138.

IFP Advisors first reported a position in BOX in Q4 2015 and has held it in 32 quarters since. The position peaked at $1.12M in Q2 2018. 81 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • IFP Advisors held 15,266 shares of Box worth $405K as of Q2 2026.
  • IFP Advisors bought 6 Box shares in Q2 2026, an estimated $150.
  • Box made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1138 holding.
  • IFP Advisors first reported a position in Box in Q4 2015 and has held it in 32 quarters since.
  • IFP Advisors's Box position peaked at $1.12M in Q2 2018.
  • 81 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.