Sunbelt Securities’s Box BOX Stock Holding History

Sunbelt Securities’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 Q1	$709	Hold	30	–	–	﹤0.01%	2188
2025 Q4	$897	Hold	30	–	–	﹤0.01%	2087
2025 Q3	$968	Sell	30 -33	-52%	-$1.07K	﹤0.01%	2065
2025 Q2	$1.99K	Buy	63 +33	+110%	+$1.08K	﹤0.01%	1598
2025 Q1	$926	Sell	30 -33	-52%	-$1.07K	﹤0.01%	1656
2024 Q4	$2K	Buy	63 +33	+110%	+$1.08K	﹤0.01%	1600
2024 Q3	$982	Hold	30	–	–	﹤0.01%	1684
2024 Q2	$793	Hold	30	–	–	﹤0.01%	1632
2024 Q1	$850	Hold	30	–	–	﹤0.01%	1592
2023 Q4	$768	Hold	30	–	–	﹤0.01%	1565
2023 Q3	$726	Hold	30	–	–	﹤0.01%	1631
2023 Q2	$881	Hold	30	–	–	﹤0.01%	1540
2023 Q1	$780	Buy	+30	New	+$904	﹤0.01%	1517

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Sunbelt Securities's BOX Position: Q1 2026 in Review

Sunbelt Securities held its Box (BOX) position steady in Q1 2026 at 30 shares worth $709. The position accounts for ﹤0.01% of the portfolio, ranked #2188.

Sunbelt Securities first reported a position in BOX in Q1 2023 and has held it in 13 quarters since. The position peaked at $2K in Q4 2024. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

Sunbelt Securities held 30 shares of Box worth $709 as of Q1 2026.
Sunbelt Securities left its Box share count unchanged in Q1 2026.
Box made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2188 holding.
Sunbelt Securities first reported a position in Box in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Box position peaked at $2K in Q4 2024.
398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.