UFF
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USA Financial Formulas’s Box BOX Stock Holding History

USA Financial Formulas’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 		$378 Hold
16
– – ﹤0.01% 415
2025
Q4 		$479 Buy
+16
New +$502 ﹤0.01% 385
2023
Q4 		– Sell
-52
Closed -$1.26K – 371
2023
Q3 		$1.26K Hold
52
– – ﹤0.01% 386
2023
Q2 		$1.53K Hold
52
– – ﹤0.01% 332
2023
Q1 		$1.39K Buy
+52
New +$1.57K ﹤0.01% 268

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

USA Financial Formulas's BOX Position: Q1 2026 in Review

USA Financial Formulas held its Box (BOX) position steady in Q1 2026 at 16 shares worth $378. The position accounts for ﹤0.01% of the portfolio, ranked #415.

USA Financial Formulas first reported a position in BOX in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.53K in Q2 2023. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • USA Financial Formulas held 16 shares of Box worth $378 as of Q1 2026.
  • USA Financial Formulas left its Box share count unchanged in Q1 2026.
  • Box made up ﹤0.01% of USA Financial Formulas's portfolio in Q1 2026, its #415 holding.
  • USA Financial Formulas first reported a position in Box in Q1 2023 and has held it in 5 quarters since.
  • USA Financial Formulas's Box position peaked at $1.53K in Q2 2023.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.