James T. Borello RIA
BOX icon

James T. Borello RIA’s Box BOX Stock Holding History

James T. Borello RIA’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
Q3 		$1.31K Buy
39
+33
+550% +$1.06K ﹤0.01% 973
2026
Q2 		$159 Sell
6
-383
-98% -$9.6K ﹤0.01% 1151
2026
Q1 		$9.2K Buy
+389
New +$9.8K ﹤0.01% 590

Other funds holding BOX

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Tealwood Asset Management
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

James T. Borello RIA's BOX Position: Q3 2026 in Review

James T. Borello RIA increased its Box (BOX) stake by 550% in Q3 2026, buying an estimated $1.06K and bringing the position to 39 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

James T. Borello RIA first reported a position in BOX in Q1 2026 and has held it in 3 quarters since. The position peaked at $9.2K in Q1 2026. 51 funds tracked by Wall St. Rank hold BOX as of Q3 2026.

  • James T. Borello RIA held 39 shares of Box worth $1.31K as of Q3 2026.
  • James T. Borello RIA bought 33 Box shares in Q3 2026, an estimated $1.06K.
  • Box made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #973 holding.
  • James T. Borello RIA first reported a position in Box in Q1 2026 and has held it in 3 quarters since.
  • James T. Borello RIA's Box position peaked at $9.2K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held Box as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.