JFS Wealth Advisors
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JFS Wealth Advisors’s Box BOX Stock Holding History

JFS Wealth 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
2026
Q3 		$3.08K Buy
92
+34
+59% +$1.09K ﹤0.01% 1432
2026
Q2 		$1.54K Buy
58
+26
+81% +$649 ﹤0.01% 1689
2026
Q1 		$757 Sell
32
-80
-71% -$2.01K ﹤0.01% 1716
2025
Q4 		$3.35K Buy
112
+29
+35% +$910 ﹤0.01% 1392
2025
Q3 		$2.68K Hold
83
– – ﹤0.01% 1356
2025
Q2 		$2.84K Buy
83
+9
+12% +$295 ﹤0.01% 1289
2025
Q1 		$2.28K Buy
74
+4
+6% +$130 ﹤0.01% 1420
2024
Q4 		$2.21K Hold
70
– – ﹤0.01% 1437
2024
Q3 		$2.29K Buy
70
+2
+3% +$58 ﹤0.01% 1426
2024
Q2 		$1.8K Hold
68
– – ﹤0.01% 1472
2024
Q1 		$1.93K Sell
68
-11
-14% -$295 ﹤0.01% 1455
2023
Q4 		$2.02K Buy
79
+15
+23% +$379 ﹤0.01% 1428
2023
Q3 		$1.55K Sell
64
-7
-10% -$200 ﹤0.01% 1459
2023
Q2 		$2.09K Sell
71
-7
-9% -$194 ﹤0.01% 1372
2023
Q1 		$2.09K Buy
78
+14
+22% +$422 ﹤0.01% 1343
2022
Q4 		$1.99K Sell
64
-6
-9% -$171 ﹤0.01% 1374
2022
Q3 		$2K Buy
70
+33
+89% +$908 ﹤0.01% 1285
2022
Q2 		$1K Sell
37
-21
-36% -$587 ﹤0.01% 1475
2022
Q1 		$2K Buy
58
+39
+205% +$1.03K ﹤0.01% 1379
2021
Q4 		$0 Buy
+19
New +$489 ﹤0.01% 1723
2020
Q4 		– Sell
-425
Closed -$7K – 578
2020
Q3 		$7K Hold
425
– – ﹤0.01% 416
2020
Q2 		$9K Buy
+425
New +$7.46K ﹤0.01% 389

Other funds holding BOX

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

JFS Wealth Advisors's BOX Position: Q3 2026 in Review

JFS Wealth Advisors increased its Box (BOX) stake by 59% in Q3 2026, buying an estimated $1.09K and bringing the position to 92 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

JFS Wealth Advisors first reported a position in BOX in Q2 2020 and has held it in 22 quarters since. The position peaked at $9K in Q2 2020. 199 funds tracked by Wall St. Rank hold BOX as of Q3 2026.

  • JFS Wealth Advisors held 92 shares of Box worth $3.08K as of Q3 2026.
  • JFS Wealth Advisors bought 34 Box shares in Q3 2026, an estimated $1.09K.
  • Box made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1432 holding.
  • JFS Wealth Advisors first reported a position in Box in Q2 2020 and has held it in 22 quarters since.
  • JFS Wealth Advisors's Box position peaked at $9K in Q2 2020.
  • 199 funds tracked by Wall St. Rank held Box as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.