Everest Management Corp’s Alpha Architect US Equity 4 ETF AAUB Stock Holding History

Everest Management Corp’s Portfolio AAUB Stock Details AAUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$16.3M	Buy	+318,306	New	+$16.2M	5.32%	4

Other funds holding AAUB

Cache Advisors San Francisco, California $1.63B AUM 33.42% 1-Year Est. Return

Inscription Capital Houston, Texas $906M AUM 27.95% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return

One Degree Advisors San Diego, California $466M AUM 13.31% 1-Year Est. Return

Family CFO Los Altos, California $258M AUM 21.69% 1-Year Est. Return

Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

Everest Management Corp's AAUB Position: Q3 2026 in Review

Everest Management Corp opened a new position in Alpha Architect US Equity 4 ETF (AAUB) in Q3 2026: 318,306 shares worth $16.3M. The stake represents 5.32% of the portfolio and ranks #4 among its holdings.

30 funds tracked by Wall St. Rank hold AAUB as of Q3 2026.

Everest Management Corp held 318,306 shares of Alpha Architect US Equity 4 ETF worth $16.3M as of Q3 2026.
Alpha Architect US Equity 4 ETF was a new Everest Management Corp position in Q3 2026.
Alpha Architect US Equity 4 ETF made up 5.32% of Everest Management Corp's portfolio in Q3 2026, its #4 holding.
30 funds tracked by Wall St. Rank held Alpha Architect US Equity 4 ETF as of Q3 2026.

Based on Everest Management Corp's 13F filing for Q3 2026, filed 10 Nov 2026.