Rossby Financial’s Box BOX Stock Holding History

Rossby Financial’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	$426	Sell	18 -16	-47%	-$403	﹤0.01%	2118
2025 Q4	$1.02K	Buy	+34	New	+$1.07K	﹤0.01%	1522

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

Rossby Financial's BOX Position: Q1 2026 in Review

Rossby Financial reduced its Box (BOX) stake by 47% in Q1 2026, selling an estimated $403 and leaving 18 shares worth $426. The position accounts for ﹤0.01% of the portfolio, ranked #2118.

Rossby Financial first reported a position in BOX in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.02K in Q4 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

Rossby Financial held 18 shares of Box worth $426 as of Q1 2026.
Rossby Financial sold 16 Box shares in Q1 2026, an estimated $403.
Box made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #2118 holding.
Rossby Financial first reported a position in Box in Q4 2025 and has held it in 2 quarters since.
Rossby Financial's Box position peaked at $1.02K in Q4 2025.
398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.