Root Financial Partners
BOX icon

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
Q3 		$13.1K Buy
+390
New +$12.5K ﹤0.01% 1778
2026
Q2 		– Sell
-89
Closed -$2.1K – 791
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's BOX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Box (BOX) in Q3 2026: 390 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #1778 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BOX as recently as Q1 2026.

Root Financial Partners first reported a position in BOX in Q3 2025 and has held it in 4 quarters since. 329 funds tracked by Wall St. Rank hold BOX as of Q3 2026.

  • Root Financial Partners held 390 shares of Box worth $13.1K as of Q3 2026.
  • Box was a new Root Financial Partners position in Q3 2026.
  • Box made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1778 holding.
  • Root Financial Partners first reported a position in Box in Q3 2025 and has held it in 4 quarters since.
  • 329 funds tracked by Wall St. Rank held Box as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.