Mackenzie Financial
BOX icon

Mackenzie Financial’s Box BOX Stock Holding History

Mackenzie 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
2026
Q1 		$10.8M Buy
456,487
+110,804
+32% +$2.79M 0.01% 512
2025
Q4 		$10.5M Sell
345,683
-30,155
-8% -$946K 0.01% 498
2025
Q3 		$12.1M Sell
375,838
-184,491
-33% -$5.97M 0.01% 466
2025
Q2 		$19.1M Buy
560,329
+73,896
+15% +$2.42M 0.02% 375
2025
Q1 		$15M Buy
486,433
+144,827
+42% +$4.69M 0.02% 388
2024
Q4 		$10.8M Buy
341,606
+75,041
+28% +$2.46M 0.01% 455
2024
Q3 		$8.72M Sell
266,565
-10,721
-4% -$313K 0.01% 465
2024
Q2 		$7.33M Sell
277,286
-41,329
-13% -$1.1M 0.01% 482
2024
Q1 		$9.02M Sell
318,615
-33,807
-10% -$908K 0.01% 463
2023
Q4 		$9.03M Buy
352,422
+15,170
+4% +$384K 0.01% 448
2023
Q3 		$8.22M Buy
337,252
+48,913
+17% +$1.4M 0.01% 457
2023
Q2 		$8.47M Buy
288,339
+136,748
+90% +$3.79M 0.01% 478
2023
Q1 		$4.06M Buy
151,591
+2,949
+2% +$88.8K 0.01% 591
2022
Q4 		$4.63M Buy
148,642
+5,994
+4% +$171K 0.01% 532
2022
Q3 		$3.48M Buy
142,648
+122,647
+613% +$3.37M 0.01% 580
2022
Q2 		$503K Buy
20,001
+4,803
+32% +$134K ﹤0.01% 949
2022
Q1 		$442K Sell
15,198
-202
-1% -$5.31K ﹤0.01% 1014
2021
Q4 		$403K Buy
15,400
+1,255
+9% +$32.3K ﹤0.01% 1039
2021
Q3 		$335K Buy
+14,145
New +$347K ﹤0.01% 1093

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

Mackenzie Financial's BOX Position: Q1 2026 in Review

Mackenzie Financial increased its Box (BOX) stake by 32% in Q1 2026, buying an estimated $2.79M and bringing the position to 456,487 shares worth $10.8M. The position accounts for 0.01% of the portfolio, ranked #512.

Mackenzie Financial first reported a position in BOX in Q3 2021 and has held it in 19 quarters since. The position peaked at $19.1M in Q2 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Mackenzie Financial held 456,487 shares of Box worth $10.8M as of Q1 2026.
  • Mackenzie Financial bought 110,804 Box shares in Q1 2026, an estimated $2.79M.
  • Box made up 0.01% of Mackenzie Financial's portfolio in Q1 2026, its #512 holding.
  • Mackenzie Financial first reported a position in Box in Q3 2021 and has held it in 19 quarters since.
  • Mackenzie Financial's Box position peaked at $19.1M in Q2 2025.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.