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BOLTON SECURITIES CORPORATION’s Box BOX Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$3.35K Hold
100
– – ﹤0.01% 2038
2026
Q2 		$2.65K Hold
100
– – ﹤0.01% 2056
2026
Q1 		$2.36K Hold
100
– – ﹤0.01% 1868
2025
Q4 		$2.99K Hold
100
– – ﹤0.01% 1826
2025
Q3 		$3.23K Hold
100
– – ﹤0.01% 1773
2025
Q2 		$3.42K Buy
+100
New +$3.28K ﹤0.01% 1705

Other funds holding BOX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BOX Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Box (BOX) position steady in Q3 2026 at 100 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

BOLTON SECURITIES CORPORATION first reported a position in BOX in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.42K in Q2 2025. 329 funds tracked by Wall St. Rank hold BOX as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 100 shares of Box worth $3.35K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Box share count unchanged in Q3 2026.
  • Box made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #2038 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Box in Q2 2025 and has held it in 6 quarters since.
  • BOLTON SECURITIES CORPORATION's Box position peaked at $3.42K in Q2 2025.
  • 329 funds tracked by Wall St. Rank held Box as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.