CA
TAX

Cliff Asness’s Cambria Tax Aware ETF TAX Stock Holding History

Cliff Asness’s Portfolio TAX Stock Details TAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-28,572
Closed -$775K – 3979
2026
Q1 		$775K Hold
28,572
– – ﹤0.01% 2901
2025
Q4 		$812K Hold
28,572
– – ﹤0.01% 2665
2025
Q3 		$791K Hold
28,572
– – ﹤0.01% 2570
2025
Q2 		$741K Buy
+28,572
New +$682K ﹤0.01% 2382

Other funds holding TAX

KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return

Cliff Asness's TAX Position: Q2 2026 in Review

Cliff Asness sold out of Cambria Tax Aware ETF (TAX) in Q2 2026, closing a stake of 28,572 shares — an estimated $775K sold.

Cliff Asness first reported a position in TAX in Q2 2025 and held it in 4 quarters. The position peaked at $812K in Q4 2025. 8 funds tracked by Wall St. Rank hold TAX as of Q2 2026.

  • Cliff Asness reported no remaining Cambria Tax Aware ETF position as of Q2 2026 after selling out during the quarter.
  • Cliff Asness sold 28,572 Cambria Tax Aware ETF shares in Q2 2026, an estimated $775K.
  • Cliff Asness first reported a position in Cambria Tax Aware ETF in Q2 2025 and held it in 4 quarters.
  • Cliff Asness's Cambria Tax Aware ETF position peaked at $812K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Cambria Tax Aware ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.