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
Q2 		– Sell
-16
Closed -$378 – 432
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 $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 40.89% 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

USA Financial Formulas's BOX Position: Q2 2026 in Review

USA Financial Formulas sold out of Box (BOX) in Q2 2026, closing a stake of 16 shares — an estimated $378 sold.

USA Financial Formulas first reported a position in BOX in Q1 2023 and held it in 5 quarters. The position peaked at $1.53K in Q2 2023. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • USA Financial Formulas reported no remaining Box position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 16 Box shares in Q2 2026, an estimated $378.
  • USA Financial Formulas first reported a position in Box in Q1 2023 and held it in 5 quarters.
  • USA Financial Formulas's Box position peaked at $1.53K in Q2 2023.
  • 397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.