MYeCFO
BOX icon

MYeCFO’s Box BOX Stock Holding History

MYeCFO’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 		$552K Buy
16,476
+304
+2% +$9.8K 0.21% 47
2026
Q2 		$429K Sell
16,172
-781
-5% -$19.5K 0.16% 55
2026
Q1 		$401K Sell
16,953
-2,377
-12% -$59.8K 0.17% 55
2025
Q4 		$578K Buy
19,330
+1,051
+6% +$33K 0.25% 43
2025
Q3 		$590K Sell
18,279
-344
-2% -$11.1K 0.27% 44
2025
Q2 		$636K Sell
18,623
-2,009
-10% -$65.9K 0.31% 35
2025
Q1 		$637K Buy
20,632
+1,427
+7% +$46.2K 0.34% 35
2024
Q4 		$607K Buy
19,205
+906
+5% +$29.7K 0.33% 37
2024
Q3 		$599K Sell
18,299
-3,619
-17% -$106K 0.32% 36
2024
Q2 		$580K Buy
21,918
+1,495
+7% +$39.8K 0.33% 35
2024
Q1 		$578K Sell
20,423
-6,428
-24% -$173K 0.34% 34
2023
Q4 		$688K Buy
26,851
+1,937
+8% +$49K 0.43% 33
2023
Q3 		$603K Buy
24,914
+1,543
+7% +$44.1K 0.42% 34
2023
Q2 		$687K Buy
23,371
+66
+0.3% +$1.83K 0.5% 30
2023
Q1 		$624K Sell
23,305
-1,506
-6% -$45.4K 0.47% 29
2022
Q4 		$755K Buy
+24,811
New +$708K 0.62% 27

Other funds holding BOX

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

MYeCFO's BOX Position: Q3 2026 in Review

MYeCFO increased its Box (BOX) stake by 1.9% in Q3 2026, buying an estimated $9.8K and bringing the position to 16,476 shares worth $552K. The position accounts for 0.21% of the portfolio, ranked #47.

MYeCFO first reported a position in BOX in Q4 2022 and has held it in 16 quarters since. The position peaked at $755K in Q4 2022. 122 funds tracked by Wall St. Rank hold BOX as of Q3 2026.

  • MYeCFO held 16,476 shares of Box worth $552K as of Q3 2026.
  • MYeCFO bought 304 Box shares in Q3 2026, an estimated $9.8K.
  • Box made up 0.21% of MYeCFO's portfolio in Q3 2026, its #47 holding.
  • MYeCFO first reported a position in Box in Q4 2022 and has held it in 16 quarters since.
  • MYeCFO's Box position peaked at $755K in Q4 2022.
  • 122 funds tracked by Wall St. Rank held Box as of Q3 2026.

Based on MYeCFO's 13F filing for Q3 2026, filed 14 Oct 2026.