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Principal Securities’s Box BOX Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-263
Closed -$8.49K – 1610
2025
Q3 		$8.49K Buy
263
+130
+98% +$4.21K ﹤0.01% 2782
2025
Q2 		$4.54K Hold
133
– – ﹤0.01% 2897
2025
Q1 		$4.2K Hold
133
– – ﹤0.01% 2832
2024
Q4 		$4.2K Hold
133
– – ﹤0.01% 2829
2024
Q3 		$4.35K Sell
133
-16
-11% -$467 ﹤0.01% 2722
2024
Q2 		$3.94K Hold
149
– – ﹤0.01% 2715
2024
Q1 		$4.22K Sell
149
-5
-3% -$134 ﹤0.01% 2666
2023
Q4 		$3.94K Buy
+154
New +$3.89K ﹤0.01% 2617

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Principal Securities's BOX Position: Q4 2025 in Review

Principal Securities sold out of Box (BOX) in Q4 2025, closing a stake of 263 shares — an estimated $8.49K sold.

Principal Securities first reported a position in BOX in Q4 2023 and held it in 8 quarters. The position peaked at $8.49K in Q3 2025. 412 funds tracked by Wall St. Rank hold BOX as of Q4 2025.

  • Principal Securities reported no remaining Box position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 263 Box shares in Q4 2025, an estimated $8.49K.
  • Principal Securities first reported a position in Box in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Box position peaked at $8.49K in Q3 2025.
  • 412 funds tracked by Wall St. Rank held Box as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.