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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
2022
Q2 		– Sell
-8,000
Closed -$232K – 965
2022
Q1 		$232K Buy
+8,000
New +$210K 0.03% 356
2021
Q3 		– Sell
-1,020
Closed -$2.61M – 699
2021
Q2 		$2.61M Buy
+1,020
New +$23.8K 0.22% 106

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 40.89% 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

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.