SVB Wealth’s Box BOX Stock Holding History

SVB Wealth’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 Q2	–	Sell	-388	Closed	-$12K	–	681
2025 Q1	$12K	Buy	+388	New	+$12.6K	﹤0.01%	847

Other funds holding BOX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SVB Wealth's BOX Position: Q2 2025 in Review

SVB Wealth sold out of Box (BOX) in Q2 2025, closing a stake of 388 shares — an estimated $12K sold.

SVB Wealth first reported a position in BOX in Q1 2025 and held it in 1 quarter. The position peaked at $12K in Q1 2025. 415 funds tracked by Wall St. Rank hold BOX as of Q2 2025.

SVB Wealth reported no remaining Box position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 388 Box shares in Q2 2025, an estimated $12K.
SVB Wealth first reported a position in Box in Q1 2025 and held it in 1 quarter.
SVB Wealth's Box position peaked at $12K in Q1 2025.
415 funds tracked by Wall St. Rank held Box as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.