EF
BOXA

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
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

RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
EP
E6 Portfolios Midvale, Utah $95.9M AUM
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $171M AUM 24.03% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM

Empirical Finance's BOXA Position: Q1 2026 in Review

Empirical Finance opened a new position in Alpha Architect Aggregate Bond ETF (BOXA) in Q1 2026: 5,000 shares worth $526K. The stake represents 0.02% of the portfolio and ranks #405 among its holdings. This is a return to the name: Empirical Finance previously reported a position in BOXA as recently as Q3 2025.

Empirical Finance first reported a position in BOXA in Q4 2024 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold BOXA as of Q1 2026.

  • Empirical Finance held 5,000 shares of Alpha Architect Aggregate Bond ETF worth $526K as of Q1 2026.
  • Alpha Architect Aggregate Bond ETF was a new Empirical Finance position in Q1 2026.
  • Alpha Architect Aggregate Bond ETF made up 0.02% of Empirical Finance's portfolio in Q1 2026, its #405 holding.
  • Empirical Finance first reported a position in Alpha Architect Aggregate Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held Alpha Architect Aggregate Bond ETF as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.