Empirical Finance’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Empirical Finance’s Portfolio BOXX Stock Details BOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.02M	Buy	34,302 +13,920	+68%	+$1.62M	0.17%	113
2026 Q1	$2.37M	Buy	+20,382	New	+$2.36M	0.11%	167
2025 Q4	–	Sell	-20,427	Closed	-$2.33M	–	484
2025 Q3	$2.33M	Buy	20,427 +180	+0.9%	+$20.4K	0.11%	165
2025 Q2	$2.28M	Hold	20,247	–	–	0.12%	164
2025 Q1	$2.26M	Hold	20,247	–	–	0.14%	143
2024 Q4	$2.23M	Hold	20,247	–	–	0.13%	144
2024 Q3	$2.21M	Hold	20,247	–	–	0.13%	147
2024 Q2	$2.18M	Sell	20,247 -741	-4%	-$79.4K	0.14%	136
2024 Q1	$2.23M	Sell	20,988 -2,441	-10%	-$258K	0.14%	147
2023 Q4	$2.46M	Buy	23,429 +15,909	+212%	+$1.66M	0.17%	116
2023 Q3	$780K	Buy	7,520 +3,028	+67%	+$312K	0.06%	288
2023 Q2	$460K	Hold	4,492	–	–	0.04%	397
2023 Q1	$455K	Buy	+4,492	New	+$452K	0.04%	372

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PPC

Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return

ACM

ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Empirical Finance's BOXX Position: Q2 2026 in Review

Empirical Finance increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 68% in Q2 2026, buying an estimated $1.62M and bringing the position to 34,302 shares worth $4.02M. The position accounts for 0.17% of the portfolio, ranked #113.

Empirical Finance first reported a position in BOXX in Q1 2023 and has held it in 13 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Empirical Finance held 34,302 shares of Alpha Architect 1-3 Month Box ETF worth $4.02M as of Q2 2026.
Empirical Finance bought 13,920 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $1.62M.
Alpha Architect 1-3 Month Box ETF made up 0.17% of Empirical Finance's portfolio in Q2 2026, its #113 holding.
Empirical Finance first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2023 and has held it in 13 quarters since.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

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