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 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JFS Wealth Advisors's BOX Position: Q2 2026 in Review

JFS Wealth Advisors increased its Box (BOX) stake by 81% in Q2 2026, buying an estimated $649 and bringing the position to 58 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

JFS Wealth Advisors first reported a position in BOX in Q2 2020 and has held it in 21 quarters since. The position peaked at $9K in Q2 2020. 43 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

JFS Wealth Advisors held 58 shares of Box worth $1.54K as of Q2 2026.
JFS Wealth Advisors bought 26 Box shares in Q2 2026, an estimated $649.
Box made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1689 holding.
JFS Wealth Advisors first reported a position in Box in Q2 2020 and has held it in 21 quarters since.
JFS Wealth Advisors's Box position peaked at $9K in Q2 2020.
43 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.