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Twin Peaks Wealth Advisors’s Box BOX Stock Holding History

Twin Peaks Wealth 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
Q1 		$2.77K Buy
+117
New +$2.94K ﹤0.01% 1602
2025
Q3 		– Sell
-563
Closed -$17.5K – 429
2025
Q2 		$17.5K Buy
+563
New +$18.5K 0.01% 653

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

Twin Peaks Wealth Advisors's BOX Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Box (BOX) in Q1 2026: 117 shares worth $2.77K. The stake represents ﹤0.01% of the portfolio and ranks #1602 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BOX as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BOX in Q2 2025 and has held it in 2 quarters since. The position peaked at $17.5K in Q2 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Twin Peaks Wealth Advisors held 117 shares of Box worth $2.77K as of Q1 2026.
  • Box was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Box made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1602 holding.
  • Twin Peaks Wealth Advisors first reported a position in Box in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Box position peaked at $17.5K in Q2 2025.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.