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Larson Financial Group’s Box BOX Stock Holding History

Larson Financial Group’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 		$11.7K Sell
439
-480
-52% -$12K ﹤0.01% 2313
2026
Q1 		$21.7K Buy
919
+41
+5% +$1.03K ﹤0.01% 1793
2025
Q4 		$26.3K Hold
878
– – ﹤0.01% 1564
2025
Q3 		$28.3K Sell
878
-15
-2% -$486 ﹤0.01% 1447
2025
Q2 		$30.5K Buy
893
+234
+36% +$7.67K ﹤0.01% 1283
2025
Q1 		$20.3K Hold
659
– – ﹤0.01% 1360
2024
Q4 		$20.8K Hold
659
– – ﹤0.01% 1204
2024
Q3 		$21.6K Hold
659
– – ﹤0.01% 1178
2024
Q2 		$17.4K Buy
+659
New +$17.6K ﹤0.01% 1096

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Larson Financial Group's BOX Position: Q2 2026 in Review

Larson Financial Group reduced its Box (BOX) stake by 52% in Q2 2026, selling an estimated $12K and leaving 439 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2313.

Larson Financial Group first reported a position in BOX in Q2 2024 and has held it in 9 quarters since. The position peaked at $30.5K in Q2 2025. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Larson Financial Group held 439 shares of Box worth $11.7K as of Q2 2026.
  • Larson Financial Group sold 480 Box shares in Q2 2026, an estimated $12K.
  • Box made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2313 holding.
  • Larson Financial Group first reported a position in Box in Q2 2024 and has held it in 9 quarters since.
  • Larson Financial Group's Box position peaked at $30.5K in Q2 2025.
  • 394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.