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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Root Financial Partners's BOX Position: Q2 2026 in Review

Root Financial Partners sold out of Box (BOX) in Q2 2026, closing a stake of 89 shares — an estimated $2.1K sold.

Root Financial Partners first reported a position in BOX in Q3 2025 and held it in 3 quarters. The position peaked at $6.23K in Q3 2025. 396 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Root Financial Partners reported no remaining Box position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 89 Box shares in Q2 2026, an estimated $2.1K.
  • Root Financial Partners first reported a position in Box in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Box position peaked at $6.23K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.