TFA
BOX icon

Transamerica Financial Advisors’s Box BOX Stock Holding History

Transamerica Financial Advisors’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 		$2.68K Buy
101
+49
+94% +$1.22K ﹤0.01% 1252
2026
Q1 		$1.23K Buy
+52
New +$1.31K ﹤0.01% 1295

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 40.91% 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

Transamerica Financial Advisors's BOX Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Box (BOX) stake by 94% in Q2 2026, buying an estimated $1.22K and bringing the position to 101 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Transamerica Financial Advisors first reported a position in BOX in Q1 2026 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Transamerica Financial Advisors held 101 shares of Box worth $2.68K as of Q2 2026.
  • Transamerica Financial Advisors bought 49 Box shares in Q2 2026, an estimated $1.22K.
  • Box made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1252 holding.
  • Transamerica Financial Advisors first reported a position in Box in Q1 2026 and has held it in 2 quarters since.
  • 394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.