SFA
BOX icon

Sequoia Financial Advisors’s Box BOX Stock Holding History

Sequoia Financial Advisors’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
-10,363
Closed -$245K – 2182
2026
Q1 		$245K Buy
+10,363
New +$261K ﹤0.01% 1683
2025
Q4 		– Sell
-8,039
Closed -$259K – 1938
2025
Q3 		$259K Buy
+8,039
New +$260K ﹤0.01% 1473
2019
Q4 		– Sell
-10,440
Closed -$173K – 382
2019
Q3 		$173K Hold
10,440
– – 0.01% 341
2019
Q2 		$184K Hold
10,440
– – 0.01% 353
2019
Q1 		$202K Buy
+10,440
New +$216K 0.02% 343

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 40.91% 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

Sequoia Financial Advisors's BOX Position: Q2 2026 in Review

Sequoia Financial Advisors sold out of Box (BOX) in Q2 2026, closing a stake of 10,363 shares — an estimated $245K sold.

Sequoia Financial Advisors first reported a position in BOX in Q1 2019 and held it in 5 quarters. The position peaked at $259K in Q3 2025. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Sequoia Financial Advisors reported no remaining Box position as of Q2 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 10,363 Box shares in Q2 2026, an estimated $245K.
  • Sequoia Financial Advisors first reported a position in Box in Q1 2019 and held it in 5 quarters.
  • Sequoia Financial Advisors's Box position peaked at $259K in Q3 2025.
  • 394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.