Pathstone Holdings
BOX icon

Pathstone Holdings’s Box BOX Stock Holding History

Pathstone Holdings’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 		– Sell
-20,824
Closed -$623K – 2243
2025
Q4 		$623K Sell
20,824
-46,486
-69% -$1.46M ﹤0.01% 1655
2025
Q3 		$2.17M Buy
67,310
+610
+0.9% +$19.7K 0.01% 976
2025
Q2 		$2.28M Buy
66,700
+4,451
+7% +$146K 0.01% 922
2025
Q1 		$1.92M Buy
62,249
+7,472
+14% +$242K 0.01% 1011
2024
Q4 		$1.73M Buy
54,777
+2,964
+6% +$97.2K 0.01% 1060
2024
Q3 		$1.7M Buy
51,813
+3,532
+7% +$103K 0.01% 1076
2024
Q2 		$1.28M Sell
48,281
-2,633
-5% -$70.2K 0.01% 1183
2024
Q1 		$1.44M Buy
50,914
+41,769
+457% +$1.12M 0.01% 1061
2023
Q4 		$234K Buy
+9,145
New +$231K ﹤0.01% 1980

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

Pathstone Holdings's BOX Position: Q1 2026 in Review

Pathstone Holdings sold out of Box (BOX) in Q1 2026, closing a stake of 20,824 shares — an estimated $623K sold.

Pathstone Holdings first reported a position in BOX in Q4 2023 and held it in 9 quarters. The position peaked at $2.28M in Q2 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Pathstone Holdings reported no remaining Box position as of Q1 2026 after selling out during the quarter.
  • Pathstone Holdings sold 20,824 Box shares in Q1 2026, an estimated $623K.
  • Pathstone Holdings first reported a position in Box in Q4 2023 and held it in 9 quarters.
  • Pathstone Holdings's Box position peaked at $2.28M in Q2 2025.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.