Key Financial Inc’s Box BOX Stock Holding History

Key Financial Inc’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	$2.65K	Hold	100	–	–	﹤0.01%	1116
2026 Q1	$2.36K	Hold	100	–	–	﹤0.01%	1154
2025 Q4	$2.99K	Hold	100	–	–	﹤0.01%	1125
2025 Q3	$3.21K	Hold	100	–	–	﹤0.01%	1128
2025 Q2	$3.42K	Hold	100	–	–	﹤0.01%	1100
2025 Q1	$3.09K	Hold	100	–	–	﹤0.01%	1090
2024 Q4	$3.16K	Hold	100	–	–	﹤0.01%	1082
2024 Q3	$3.27K	Hold	100	–	–	﹤0.01%	1048
2024 Q2	$2.64K	Hold	100	–	–	﹤0.01%	1073
2024 Q1	$2.83K	Hold	100	–	–	﹤0.01%	1058
2023 Q4	$2.56K	Hold	100	–	–	﹤0.01%	1064
2023 Q3	$2.42K	Hold	100	–	–	﹤0.01%	1086
2023 Q2	$2.94K	Hold	100	–	–	﹤0.01%	1109
2023 Q1	$2.68K	Hold	100	–	–	﹤0.01%	915
2022 Q4	$2.44K	Hold	100	–	–	﹤0.01%	920
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	928
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	870
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	856
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	772
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	790
2021 Q2	$2K	Hold	100	–	–	﹤0.01%	759
2021 Q1	$2K	Buy	+100	New	+$1.95K	﹤0.01%	671

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Key Financial Inc's BOX Position: Q2 2026 in Review

Key Financial Inc held its Box (BOX) position steady in Q2 2026 at 100 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Key Financial Inc first reported a position in BOX in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.42K in Q2 2025. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Key Financial Inc held 100 shares of Box worth $2.65K as of Q2 2026.
Key Financial Inc left its Box share count unchanged in Q2 2026.
Box made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1116 holding.
Key Financial Inc first reported a position in Box in Q1 2021 and has held it in 22 quarters since.
Key Financial Inc's Box position peaked at $3.42K in Q2 2025.
394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.