LPL Financial »

Box shares owned by LPL Financial

Quarter-by-quarter ownership of Box shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Box

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All positions including Box held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Box by LPL Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $52k 53k 0.98

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Series Trust St Str P500etf (SPYM)
Spdr Series Trust ST STR P500GRW (SPYG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Us Treas Bd Etf (GOVT)

View all positions for LPL Financial

Top funds holding Box

Wellesley Investment Advisors
Opti Capital Management
Walleye Trading Advisors
M&G
Invesco
Lazard Asset Management
LMR Partners
BlackRock
Tenor Capital Management
Camden Asset Management
Morgan Stanley
Calamos Advisors
Absolute Investment Advisers
FMR
Bank Of Montreal

View all funds holding Box