Empirical Finance’s Alpha Architect Aggregate Bond ETF BOXA Stock Holding History

Empirical Finance’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	–	Sell	-5,000	Closed	-$526K	–	519
2026 Q1	$526K	Buy	+5,000	New	+$529K	0.02%	405
2025 Q4	–	Sell	-5,000	Closed	-$523K	–	512
2025 Q3	$523K	Hold	5,000	–	–	0.02%	421
2025 Q2	$516K	Hold	5,000	–	–	0.03%	419
2025 Q1	$511K	Hold	5,000	–	–	0.03%	401
2024 Q4	$500K	Buy	+5,000	New	+$500K	0.03%	413

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

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

Empirical Finance's BOXA Position: Q2 2026 in Review

Empirical Finance sold out of Alpha Architect Aggregate Bond ETF (BOXA) in Q2 2026, closing a stake of 5,000 shares — an estimated $526K sold.

Empirical Finance first reported a position in BOXA in Q4 2024 and held it in 5 quarters. The position peaked at $526K in Q1 2026. 8 funds tracked by Wall St. Rank hold BOXA as of Q2 2026.

Empirical Finance reported no remaining Alpha Architect Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Empirical Finance sold 5,000 Alpha Architect Aggregate Bond ETF shares in Q2 2026, an estimated $526K.
Empirical Finance first reported a position in Alpha Architect Aggregate Bond ETF in Q4 2024 and held it in 5 quarters.
Empirical Finance's Alpha Architect Aggregate Bond ETF position peaked at $526K in Q1 2026.
8 funds tracked by Wall St. Rank held Alpha Architect Aggregate Bond ETF as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.