KF
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Krilogy Financial’s Box BOX Stock Holding History

Krilogy Financial’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
2025
Q4 		– Sell
-12,577
Closed -$395K – 934
2025
Q3 		$395K Sell
12,577
-17,967
-59% -$582K 0.01% 596
2025
Q2 		$1.04M Buy
30,544
+18,002
+144% +$590K 0.06% 180
2025
Q1 		$387K Buy
+12,542
New +$406K 0.03% 207
2018
Q4 		– Sell
-100
Closed -$2K – 201
2018
Q3 		$2K Buy
+100
New +$2.52K ﹤0.01% 708

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Krilogy Financial's BOX Position: Q4 2025 in Review

Krilogy Financial sold out of Box (BOX) in Q4 2025, closing a stake of 12,577 shares — an estimated $395K sold.

Krilogy Financial first reported a position in BOX in Q3 2018 and held it in 4 quarters. The position peaked at $1.04M in Q2 2025. 411 funds tracked by Wall St. Rank hold BOX as of Q4 2025.

  • Krilogy Financial reported no remaining Box position as of Q4 2025 after selling out during the quarter.
  • Krilogy Financial sold 12,577 Box shares in Q4 2025, an estimated $395K.
  • Krilogy Financial first reported a position in Box in Q3 2018 and held it in 4 quarters.
  • Krilogy Financial's Box position peaked at $1.04M in Q2 2025.
  • 411 funds tracked by Wall St. Rank held Box as of Q4 2025.

Based on Krilogy Financial's 13F filing for Q4 2025, filed 27 Jan 2026.