Janney Montgomery Scott’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-16,860
| Closed | -$399K | – | 3114 |
|
|
2026
Q1 | $399K | Buy |
16,860
+675
| +4% | +$17K | ﹤0.01% | 2192 |
|
|
2025
Q4 | $484K | Sell |
16,185
-2,518
| -13% | -$79K | ﹤0.01% | 2214 |
|
|
2025
Q3 | $604K | Buy |
18,703
+10,676
| +133% | +$346K | ﹤0.01% | 2025 |
|
|
2025
Q2 | $274K | Sell |
8,027
-102
| -1% | -$3.34K | ﹤0.01% | 2390 |
|
|
2025
Q1 | $251K | Buy |
8,129
+322
| +4% | +$10.4K | ﹤0.01% | 2403 |
|
|
2024
Q4 | $247K | Buy |
7,807
+391
| +5% | +$12.8K | ﹤0.01% | 2431 |
|
|
2024
Q3 | $243K | Buy |
+7,416
| New | +$216K | ﹤0.01% | 2414 |
|
|
2023
Q4 | – | Sell |
-29,990
| Closed | -$726K | – | 2640 |
|
|
2023
Q3 | $726K | Sell |
29,990
-10,103
| -25% | -$289K | ﹤0.01% | 1528 |
|
|
2023
Q2 | $1.18M | Buy |
40,093
+1,804
| +5% | +$50K | ﹤0.01% | 1331 |
|
|
2023
Q1 | $1.03M | Buy |
38,289
+250
| +0.7% | +$7.53K | ﹤0.01% | 1301 |
|
|
2022
Q4 | $1.18M | Buy |
38,039
+3,275
| +9% | +$93.4K | ﹤0.01% | 1275 |
|
|
2022
Q3 | $848K | Sell |
34,764
-650
| -2% | -$17.9K | ﹤0.01% | 1393 |
|
|
2022
Q2 | $915K | Sell |
35,414
-6,169
| -15% | -$172K | ﹤0.01% | 1295 |
|
|
2022
Q1 | $1.21M | Sell |
41,583
-1,306
| -3% | -$34.4K | 0.01% | 1154 |
|
|
2021
Q4 | $1.12M | Buy |
42,889
+2,291
| +6% | +$59K | ﹤0.01% | 1258 |
|
|
2021
Q3 | $961K | Sell |
40,598
-7,580
| -16% | -$186K | ﹤0.01% | 1303 |
|
|
2021
Q2 | $1.23M | Buy |
48,178
+10,688
| +29% | +$249K | 0.01% | 1172 |
|
|
2021
Q1 | $861K | Sell |
37,490
-3,660
| -9% | -$71.3K | ﹤0.01% | 1272 |
|
|
2020
Q4 | $743K | Sell |
41,150
-1,820
| -4% | -$31.7K | ﹤0.01% | 1336 |
|
|
2020
Q3 | $746K | Buy |
42,970
+1,860
| +5% | +$34.3K | ﹤0.01% | 1222 |
|
|
2020
Q2 | $853K | Buy |
41,110
+4,000
| +11% | +$70.2K | 0.01% | 1110 |
|
|
2020
Q1 | $521K | Sell |
37,110
-4
| -0% | -$60 | ﹤0.01% | 1203 |
|
|
2019
Q4 | $623K | Buy |
37,114
+1,221
| +3% | +$20.5K | ﹤0.01% | 1313 |
|
|
2019
Q3 | $594K | Buy |
35,893
+3,500
| +11% | +$56.2K | ﹤0.01% | 1288 |
|
|
2019
Q2 | $570K | Buy |
32,393
+3,610
| +13% | +$69.1K | ﹤0.01% | 1358 |
|
|
2019
Q1 | $556K | Buy |
28,783
+1,745
| +6% | +$36.2K | ﹤0.01% | 1332 |
|
|
2018
Q4 | $456K | Sell |
27,038
-12,907
| -32% | -$237K | ﹤0.01% | 1348 |
|
|
2018
Q3 | $955K | Sell |
39,945
-2,047
| -5% | -$51.5K | 0.01% | 1068 |
|
|
2018
Q2 | $1.05M | Buy |
+41,992
| New | +$1.04M | 0.01% | 958 |
|
Other funds holding BOX
Janney Montgomery Scott's BOX Position: Q2 2026 in Review
Janney Montgomery Scott sold out of Box (BOX) in Q2 2026, closing a stake of 16,860 shares — an estimated $399K sold.
Janney Montgomery Scott first reported a position in BOX in Q2 2018 and held it in 29 quarters. The position peaked at $1.23M in Q2 2021. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.
- Janney Montgomery Scott reported no remaining Box position as of Q2 2026 after selling out during the quarter.
- Janney Montgomery Scott sold 16,860 Box shares in Q2 2026, an estimated $399K.
- Janney Montgomery Scott first reported a position in Box in Q2 2018 and held it in 29 quarters.
- Janney Montgomery Scott's Box position peaked at $1.23M in Q2 2021.
- 397 funds tracked by Wall St. Rank held Box as of Q2 2026.
Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.