Trek Financial’s Box BOX Stock Holding History

Trek Financial’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 Q3	–	Sell	-183,683	Closed	-$6.28M	–	441
2025 Q2	$6.28M	Buy	+183,683	New	+$6.02M	0.42%	71

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

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

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

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

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

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

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

Trek Financial's BOX Position: Q3 2025 in Review

Trek Financial sold out of Box (BOX) in Q3 2025, closing a stake of 183,683 shares — an estimated $6.28M sold.

Trek Financial first reported a position in BOX in Q2 2025 and held it in 1 quarter. The position peaked at $6.28M in Q2 2025. 408 funds tracked by Wall St. Rank hold BOX as of Q3 2025.

Trek Financial reported no remaining Box position as of Q3 2025 after selling out during the quarter.
Trek Financial sold 183,683 Box shares in Q3 2025, an estimated $6.28M.
Trek Financial first reported a position in Box in Q2 2025 and held it in 1 quarter.
Trek Financial's Box position peaked at $6.28M in Q2 2025.
408 funds tracked by Wall St. Rank held Box as of Q3 2025.

Based on Trek Financial's 13F filing for Q3 2025, filed 31 Oct 2025.