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Segall Bryant & Hamill’s Box BOX Stock Holding History

Segall Bryant & Hamill’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
Q4 		– Sell
-524,715
Closed -$16.9M – 584
2025
Q3 		$16.9M Buy
524,715
+12,795
+2% +$414K 0.23% 157
2025
Q2 		$17.5M Buy
511,920
+143,568
+39% +$4.71M 0.25% 137
2025
Q1 		$11.4M Sell
368,352
-10,421
-3% -$338K 0.17% 187
2024
Q4 		$12M Sell
378,773
-5,101
-1% -$167K 0.16% 194
2024
Q3 		$12.6M Sell
383,874
-15,734
-4% -$459K 0.17% 195
2024
Q2 		$10.6M Buy
399,608
+10,815
+3% +$288K 0.19% 175
2024
Q1 		$11M Sell
388,793
-5,423
-1% -$146K 0.21% 168
2023
Q4 		$10.1M Buy
394,216
+1,300
+0.3% +$32.9K 0.19% 182
2023
Q3 		$9.51M Buy
392,916
+112,618
+40% +$3.22M 0.11% 221
2023
Q2 		$8.24M Buy
280,298
+1,385
+0.5% +$38.4K 0.09% 266
2023
Q1 		$7.47M Buy
278,913
+61,961
+29% +$1.87M 0.08% 273
2022
Q4 		$6.75M Buy
+216,952
New +$6.19M 0.08% 279
2021
Q2 		– Sell
-1,272,616
Closed -$29.2M – 776
2021
Q1 		$29.2M Buy
+1,272,616
New +$24.8M 0.29% 95
2020
Q2 		– Sell
-368,100
Closed -$5.17M – 776
2020
Q1 		$5.17M Buy
368,100
+91,367
+33% +$1.36M 0.11% 188
2019
Q4 		$4.64M Buy
+276,733
New +$4.64M 0.07% 261

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Segall Bryant & Hamill's BOX Position: Q4 2025 in Review

Segall Bryant & Hamill sold out of Box (BOX) in Q4 2025, closing a stake of 524,715 shares — an estimated $16.9M sold.

Segall Bryant & Hamill first reported a position in BOX in Q4 2019 and held it in 15 quarters. The position peaked at $29.2M in Q1 2021. 412 funds tracked by Wall St. Rank hold BOX as of Q4 2025.

  • Segall Bryant & Hamill reported no remaining Box position as of Q4 2025 after selling out during the quarter.
  • Segall Bryant & Hamill sold 524,715 Box shares in Q4 2025, an estimated $16.9M.
  • Segall Bryant & Hamill first reported a position in Box in Q4 2019 and held it in 15 quarters.
  • Segall Bryant & Hamill's Box position peaked at $29.2M in Q1 2021.
  • 412 funds tracked by Wall St. Rank held Box as of Q4 2025.

Based on Segall Bryant & Hamill's 13F filing for Q4 2025, filed 13 Feb 2026.