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TD Private Client Wealth’s Box BOX Stock Holding History

TD Private Client 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
2026
Q1 		– Sell
-27
Closed -$808 – 1663
2025
Q4 		$808 Buy
+27
New +$847 ﹤0.01% 1408

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

TD Private Client Wealth's BOX Position: Q1 2026 in Review

TD Private Client Wealth sold out of Box (BOX) in Q1 2026, closing a stake of 27 shares — an estimated $808 sold.

TD Private Client Wealth first reported a position in BOX in Q4 2025 and held it in 1 quarter. The position peaked at $808 in Q4 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • TD Private Client Wealth reported no remaining Box position as of Q1 2026 after selling out during the quarter.
  • TD Private Client Wealth sold 27 Box shares in Q1 2026, an estimated $808.
  • TD Private Client Wealth first reported a position in Box in Q4 2025 and held it in 1 quarter.
  • TD Private Client Wealth's Box position peaked at $808 in Q4 2025.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.