55 North Private Wealth’s Alpha Architect Aggregate Bond ETF BOXA Stock Holding History

55 North Private Wealth’s Portfolio BOXA Stock Details BOXA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$224K	Hold	2,119	–	–	0.04%	254
2026 Q1	$223K	Buy	+2,119	New	+$224K	0.06%	185

Other funds holding BOXA

RHS Financial San Francisco, California $248M AUM 23.56% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

E6 Portfolios Midvale, Utah $125M AUM

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

FIS

Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

55 North Private Wealth's BOXA Position: Q2 2026 in Review

55 North Private Wealth held its Alpha Architect Aggregate Bond ETF (BOXA) position steady in Q2 2026 at 2,119 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #254.

55 North Private Wealth first reported a position in BOXA in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold BOXA as of Q2 2026.

55 North Private Wealth held 2,119 shares of Alpha Architect Aggregate Bond ETF worth $224K as of Q2 2026.
55 North Private Wealth left its Alpha Architect Aggregate Bond ETF share count unchanged in Q2 2026.
Alpha Architect Aggregate Bond ETF made up 0.04% of 55 North Private Wealth's portfolio in Q2 2026, its #254 holding.
55 North Private Wealth first reported a position in Alpha Architect Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
8 funds tracked by Wall St. Rank held Alpha Architect Aggregate Bond ETF as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.