EMC
AAEQ

Everest Management Corp’s Alpha Architect US Equity 2 ETF AAEQ Stock Holding History

Everest Management Corp’s Portfolio AAEQ Stock Details AAEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20M Sell
375,942
-4,547
-1% -$235K 7.46% 3
2026
Q1 		$17.7M Sell
380,489
-1,447
-0.4% -$70.3K 8.97% 2
2025
Q4 		$18.8M Buy
+381,936
New +$19M 10.51% 2

Other funds holding AAEQ

CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $158M AUM 17.51% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Everest Management Corp's AAEQ Position: Q2 2026 in Review

Everest Management Corp reduced its Alpha Architect US Equity 2 ETF (AAEQ) stake by 1.2% in Q2 2026, selling an estimated $235K and leaving 375,942 shares worth $20M. The position accounts for 7.46% of the portfolio, ranked #3.

Everest Management Corp first reported a position in AAEQ in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold AAEQ as of Q2 2026.

  • Everest Management Corp held 375,942 shares of Alpha Architect US Equity 2 ETF worth $20M as of Q2 2026.
  • Everest Management Corp sold 4,547 Alpha Architect US Equity 2 ETF shares in Q2 2026, an estimated $235K.
  • Alpha Architect US Equity 2 ETF made up 7.46% of Everest Management Corp's portfolio in Q2 2026, its #3 holding.
  • Everest Management Corp first reported a position in Alpha Architect US Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Alpha Architect US Equity 2 ETF as of Q2 2026.

Based on Everest Management Corp's 13F filing for Q2 2026, filed 7 Aug 2026.