Back to BXCAP
Kestra Advisory Services, LLC → BXCAP
Kestra Advisory Services, LLC BXCAP Position History
Box, Inc. • Technology
Quarters held
5
Latest value
$346K
Q3 2026
Peak value
$346K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $342K |
| Q4 2025 | $304K |
| Q1 2026 | $236K |
| Q2 2026 | $251K |
| Q3 2026 | $346K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $346K | 10.3K | — | — |
| Q2 2026 | $251K | 9.5K | — | — |
| Q1 2026 | $236K | 10.0K | — | — |
| Q4 2025 | $304K | 10.2K | — | — |
| Q3 2025 | $342K | 10.6K | — | — |
Other funds holding BXCAP
$603.1M
$559.3M
$543.8M
$516.4M
$500.4M
$456.8M
$192.7M
$188.7M