Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$226K Buy
9,546
+2,135
+29% +$53.7K ﹤0.01% 2583
2025
Q4
$222K Buy
+7,411
New +$232K ﹤0.01% 2540
2023
Q3
Sell
-7,687
Closed -$226K 2592
2023
Q2
$226K Buy
7,687
+4
+0.1% +$111 ﹤0.01% 2393
2023
Q1
$206K Buy
7,683
+718
+10% +$21.6K ﹤0.01% 2413
2022
Q4
$217K Buy
+6,965
New +$199K ﹤0.01% 2390
2021
Q4
Sell
-9,718
Closed -$230K 2746
2021
Q3
$230K Sell
9,718
-328
-3% -$8.06K ﹤0.01% 2494
2021
Q2
$257K Sell
10,046
-5,008
-33% -$117K ﹤0.01% 2462
2021
Q1
$346K Buy
15,054
+1,173
+8% +$22.8K ﹤0.01% 2197
2020
Q4
$251K Sell
13,881
-1,583
-10% -$27.6K ﹤0.01% 2265
2020
Q3
$268K Buy
+15,464
New +$285K ﹤0.01% 2095
2020
Q2
Sell
-24,375
Closed -$342K 2424
2020
Q1
$342K Sell
24,375
-678
-3% -$10.1K ﹤0.01% 1780
2019
Q4
$421K Buy
25,053
+4,436
+22% +$74.4K ﹤0.01% 1970
2019
Q3
$341K Buy
20,617
+196
+1% +$3.15K 0.01% 645
2019
Q2
$360K Buy
20,421
+4,178
+26% +$79.9K 0.01% 643
2019
Q1
$313K Buy
16,243
+3,245
+25% +$67.2K 0.01% 665
2018
Q4
$220K Buy
+12,998
New +$239K ﹤0.01% 715

Other funds holding BOX

Truist Financial's BOX Position: Q1 2026 in Review

Truist Financial increased its Box (BOX) stake by 29% in Q1 2026, buying an estimated $53.7K and bringing the position to 9,546 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #2583.

Truist Financial first reported a position in BOX in Q4 2018 and has held it in 16 quarters since. The position peaked at $421K in Q4 2019. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Truist Financial held 9,546 shares of Box worth $226K as of Q1 2026.
  • Truist Financial bought 2,135 Box shares in Q1 2026, an estimated $53.7K.
  • Box made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2583 holding.
  • Truist Financial first reported a position in Box in Q4 2018 and has held it in 16 quarters since.
  • Truist Financial's Box position peaked at $421K in Q4 2019.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.