PFS Partners’s Box BOX Stock Holding History

PFS Partners’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	$2.98K	Hold	126	–	–	﹤0.01%	481
2025 Q4	$3.77K	Hold	126	–	–	﹤0.01%	460
2025 Q3	$4.07K	Hold	126	–	–	﹤0.01%	443
2025 Q2	$4.31K	Buy	+126	New	+$4.13K	﹤0.01%	407

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

PFS Partners's BOX Position: Q1 2026 in Review

PFS Partners held its Box (BOX) position steady in Q1 2026 at 126 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

PFS Partners first reported a position in BOX in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.31K in Q2 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

PFS Partners held 126 shares of Box worth $2.98K as of Q1 2026.
PFS Partners left its Box share count unchanged in Q1 2026.
Box made up ﹤0.01% of PFS Partners's portfolio in Q1 2026, its #481 holding.
PFS Partners first reported a position in Box in Q2 2025 and has held it in 4 quarters since.
PFS Partners's Box position peaked at $4.31K in Q2 2025.
398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on PFS Partners's 13F filing for Q1 2026, filed 9 Apr 2026.