Janney Montgomery Scott
BOX icon

Janney Montgomery Scott’s Box BOX Stock Holding History

Janney Montgomery Scott’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Janney Montgomery Scott's BOX Position: Q1 2026 in Review

Janney Montgomery Scott increased its Box (BOX) stake by 4.2% in Q1 2026, buying an estimated $17K and bringing the position to 16,860 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #2192.

Janney Montgomery Scott first reported a position in BOX in Q2 2018 and has held it in 29 quarters since. The position peaked at $1.23M in Q2 2021. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Janney Montgomery Scott held 16,860 shares of Box worth $399K as of Q1 2026.
  • Janney Montgomery Scott bought 675 Box shares in Q1 2026, an estimated $17K.
  • Box made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2192 holding.
  • Janney Montgomery Scott first reported a position in Box in Q2 2018 and has held it in 29 quarters since.
  • Janney Montgomery Scott's Box position peaked at $1.23M in Q2 2021.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.