Jones Financial Companies
BOX icon

Jones Financial Companies’s Box BOX Stock Holding History

Jones Financial Companies’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 		$15.8M Buy
686,115
+684,328
+38,295% +$17.2M 0.01% 675
2025
Q4 		$53.4K Buy
1,787
+625
+54% +$19.6K ﹤0.01% 2491
2025
Q3 		$37.6K Buy
1,162
+234
+25% +$7.58K ﹤0.01% 2498
2025
Q2 		$31.6K Buy
928
+122
+15% +$4K ﹤0.01% 2409
2025
Q1 		$25.1K Buy
806
+555
+221% +$18K ﹤0.01% 2349
2024
Q4 		$7.93K Buy
251
+76
+43% +$2.49K ﹤0.01% 2610
2024
Q3 		$5.73K Buy
175
+100
+133% +$2.92K ﹤0.01% 2408
2024
Q2 		$1.98K Buy
+75
New +$2K ﹤0.01% 2159
2024
Q1 		– Sell
-102
Closed -$2.61K – 1373
2023
Q4 		$2.61K Buy
102
+63
+162% +$1.59K ﹤0.01% 873
2023
Q3 		$944 Buy
+39
New +$1.11K ﹤0.01% 637

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

Jones Financial Companies's BOX Position: Q1 2026 in Review

Jones Financial Companies increased its Box (BOX) stake by 38,295% in Q1 2026, buying an estimated $17.2M and bringing the position to 686,115 shares worth $15.8M. The position accounts for 0.01% of the portfolio, ranked #675.

Jones Financial Companies first reported a position in BOX in Q3 2023 and has held it in 10 quarters since. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Jones Financial Companies held 686,115 shares of Box worth $15.8M as of Q1 2026.
  • Jones Financial Companies bought 684,328 Box shares in Q1 2026, an estimated $17.2M.
  • Box made up 0.01% of Jones Financial Companies's portfolio in Q1 2026, its #675 holding.
  • Jones Financial Companies first reported a position in Box in Q3 2023 and has held it in 10 quarters since.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.