Summit Securities Group’s Box BOX Stock Holding History

Summit Securities Group’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	$106K	Buy	+3,991	New	+$99.6K	0.01%	376
2023 Q1	–	Sell	-9,677	Closed	-$301K	–	845
2022 Q4	$301K	Buy	+9,677	New	+$276K	0.01%	377
2021 Q3	–	Sell	-98,300	Closed	-$2.51M	–	698
2021 Q2	$2.51M	Buy	98,300 +89,300	+992%	+$2.08M	0.21%	107
2021 Q1	$207K	Buy	+9,000	New	+$175K	0.02%	526

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Securities Group's BOX Position: Q2 2026 in Review

Summit Securities Group opened a new position in Box (BOX) in Q2 2026: 3,991 shares worth $106K. The stake represents 0.01% of the portfolio and ranks #376 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in BOX as recently as Q4 2022.

Summit Securities Group first reported a position in BOX in Q1 2021 and has held it in 4 quarters since. The position peaked at $2.51M in Q2 2021. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Summit Securities Group held 3,991 shares of Box worth $106K as of Q2 2026.
Box was a new Summit Securities Group position in Q2 2026.
Box made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #376 holding.
Summit Securities Group first reported a position in Box in Q1 2021 and has held it in 4 quarters since.
Summit Securities Group's Box position peaked at $2.51M in Q2 2021.
397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.