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Kestra Advisory Services’s Box BOX Stock Holding History

Kestra Advisory Services’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 		$236K Sell
9,979
-200
-2% -$5.03K ﹤0.01% 2829
2025
Q4 		$304K Sell
10,179
-433
-4% -$13.6K ﹤0.01% 2529
2025
Q3 		$342K Sell
10,612
-2,236
-17% -$72.4K ﹤0.01% 2340
2025
Q2 		$439K Buy
12,848
+46
+0.4% +$1.51K ﹤0.01% 2061
2025
Q1 		$395K Buy
12,802
+248
+2% +$8.03K ﹤0.01% 1978
2024
Q4 		$397K Buy
12,554
+1,340
+12% +$44K ﹤0.01% 2032
2024
Q3 		$367K Sell
11,214
-877
-7% -$25.6K ﹤0.01% 1973
2024
Q2 		$320K Buy
12,091
+957
+9% +$25.5K ﹤0.01% 2073
2024
Q1 		$315K Buy
11,134
+799
+8% +$21.5K ﹤0.01% 1965
2023
Q4 		$265K Sell
10,335
-640
-6% -$16.2K ﹤0.01% 1928
2023
Q3 		$266K Buy
10,975
+1,195
+12% +$34.1K ﹤0.01% 1746
2023
Q2 		$287K Buy
9,780
+221
+2% +$6.12K ﹤0.01% 1649
2023
Q1 		$256K Sell
9,559
-2,227
-19% -$67.1K ﹤0.01% 1670
2022
Q4 		$367K Buy
11,786
+1,089
+10% +$31.1K ﹤0.01% 1601
2022
Q3 		$261K Sell
10,697
-3,864
-27% -$106K ﹤0.01% 1685
2022
Q2 		$366K Sell
14,561
-4,345
-23% -$121K ﹤0.01% 1502
2022
Q1 		$549K Sell
18,906
-72
-0.4% -$1.89K 0.01% 1240
2021
Q4 		$497K Sell
18,978
-211
-1% -$5.44K 0.01% 1326
2021
Q3 		$454K Buy
19,189
+8,241
+75% +$202K ﹤0.01% 1439
2021
Q2 		$280K Buy
10,948
+2,000
+22% +$46.6K ﹤0.01% 1612
2021
Q1 		$205K Sell
8,948
-2,210
-20% -$43K ﹤0.01% 1718
2020
Q4 		$204K Buy
+11,158
New +$194K ﹤0.01% 1711

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

Kestra Advisory Services's BOX Position: Q1 2026 in Review

Kestra Advisory Services reduced its Box (BOX) stake by 2% in Q1 2026, selling an estimated $5.03K and leaving 9,979 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #2829.

Kestra Advisory Services first reported a position in BOX in Q4 2020 and has held it in 22 quarters since. The position peaked at $549K in Q1 2022. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Kestra Advisory Services held 9,979 shares of Box worth $236K as of Q1 2026.
  • Kestra Advisory Services sold 200 Box shares in Q1 2026, an estimated $5.03K.
  • Box made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2829 holding.
  • Kestra Advisory Services first reported a position in Box in Q4 2020 and has held it in 22 quarters since.
  • Kestra Advisory Services's Box position peaked at $549K in Q1 2022.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.