SMF
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Scott Marsh Financial’s Box BOX Stock Holding History

Scott Marsh 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
2025
Q2 		$703K Buy
+20,575
New +$675K 0.26% 119

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Scott Marsh Financial's BOX Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Box (BOX) in Q2 2025: 20,575 shares worth $703K. The stake represents 0.26% of the portfolio and ranks #119 among its holdings.

415 funds tracked by Wall St. Rank hold BOX as of Q2 2025.

  • Scott Marsh Financial held 20,575 shares of Box worth $703K as of Q2 2025.
  • Box was a new Scott Marsh Financial position in Q2 2025.
  • Box made up 0.26% of Scott Marsh Financial's portfolio in Q2 2025, its #119 holding.
  • 415 funds tracked by Wall St. Rank held Box as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.