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Root Financial Partners’s Box BOX Stock Holding History

Root Financial 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 		$2.1K Sell
89
-99
-53% -$2.49K ﹤0.01% 2294
2025
Q4 		$5.62K Sell
188
-5
-3% -$157 ﹤0.01% 1729
2025
Q3 		$6.23K Buy
+193
New +$6.25K ﹤0.01% 1635

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

Root Financial Partners's BOX Position: Q1 2026 in Review

Root Financial Partners reduced its Box (BOX) stake by 53% in Q1 2026, selling an estimated $2.49K and leaving 89 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2294.

Root Financial Partners first reported a position in BOX in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.23K in Q3 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Root Financial Partners held 89 shares of Box worth $2.1K as of Q1 2026.
  • Root Financial Partners sold 99 Box shares in Q1 2026, an estimated $2.49K.
  • Box made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2294 holding.
  • Root Financial Partners first reported a position in Box in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Box position peaked at $6.23K in Q3 2025.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.