Jefferies Financial Group’s Box BOX Stock Holding History

Jefferies Financial Group’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	–	Sell	-8,977	Closed	-$269K	–	1769
2025 Q4	$269K	Buy	+8,977	New	+$282K	﹤0.01%	1530
2025 Q3	–	Sell	-25,111	Closed	-$858K	–	1468
2025 Q2	$858K	Buy	25,111 +18,021	+254%	+$591K	0.01%	774
2025 Q1	$219K	Sell	7,090 -10,480	-60%	-$339K	﹤0.01%	1348
2024 Q4	$555K	Buy	+17,570	New	+$576K	﹤0.01%	1080
2024 Q3	–	Sell	-15,551	Closed	-$411K	–	1457
2024 Q2	$411K	Sell	15,551 -160,312	-91%	-$4.27M	﹤0.01%	1019
2024 Q1	$4.98M	Buy	175,863 +70,863	+67%	+$1.9M	0.05%	312
2023 Q4	$2.69M	Buy	105,000 +58,500	+126%	+$1.48M	0.02%	596
2023 Q3	$1.13M	Sell	46,500 -1,300	-3%	-$37.1K	0.01%	789
2023 Q2	$1.4M	Buy	+47,800	New	+$1.32M	0.01%	788
2023 Q1	–	Sell	-4,479	Closed	-$139K	–	1642
2022 Q4	$139K	Buy	+4,479	New	+$128K	﹤0.01%	1340

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Jefferies Financial Group's BOX Position: Q1 2026 in Review

Jefferies Financial Group sold out of Box (BOX) in Q1 2026, closing a stake of 8,977 shares — an estimated $269K sold.

Jefferies Financial Group first reported a position in BOX in Q4 2022 and held it in 10 quarters. The position peaked at $4.98M in Q1 2024. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

Jefferies Financial Group reported no remaining Box position as of Q1 2026 after selling out during the quarter.
Jefferies Financial Group sold 8,977 Box shares in Q1 2026, an estimated $269K.
Jefferies Financial Group first reported a position in Box in Q4 2022 and held it in 10 quarters.
Jefferies Financial Group's Box position peaked at $4.98M in Q1 2024.
398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.