Legacy Advisors
BOX icon

Legacy Advisors’s Box BOX Stock Holding History

Legacy Advisors’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
Q3 		$295K Sell
8,825
-153
-2% -$4.92K 0.03% 237
2026
Q2 		$238K Buy
+8,978
New +$224K 0.02% 293

Other funds holding BOX

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Tealwood Asset Management
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Legacy Advisors's BOX Position: Q3 2026 in Review

Legacy Advisors reduced its Box (BOX) stake by 1.7% in Q3 2026, selling an estimated $4.92K and leaving 8,825 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #237.

Legacy Advisors first reported a position in BOX in Q2 2026 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold BOX as of Q3 2026.

  • Legacy Advisors held 8,825 shares of Box worth $295K as of Q3 2026.
  • Legacy Advisors sold 153 Box shares in Q3 2026, an estimated $4.92K.
  • Box made up 0.03% of Legacy Advisors's portfolio in Q3 2026, its #237 holding.
  • Legacy Advisors first reported a position in Box in Q2 2026 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held Box as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.