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Hershey Financial Advisers’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Hershey Financial Advisers’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 		$2.65M Sell
22,597
-275
-1% -$32.1K 1.9% 16
2026
Q1 		$2.66M Sell
22,872
-15,078
-40% -$1.74M 2.3% 10
2025
Q4 		$4.37M Sell
37,950
-1,267
-3% -$145K 3.69% 2
2025
Q3 		$4.47M Buy
39,217
+442
+1% +$50.1K 3.83% 3
2025
Q2 		$4.37M Buy
+38,775
New +$4.35M 3.91% 3

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
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
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Hershey Financial Advisers's BOXX Position: Q2 2026 in Review

Hershey Financial Advisers reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 1.2% in Q2 2026, selling an estimated $32.1K and leaving 22,597 shares worth $2.65M. The position accounts for 1.9% of the portfolio, ranked #16.

Hershey Financial Advisers first reported a position in BOXX in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.47M in Q3 2025. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Hershey Financial Advisers held 22,597 shares of Alpha Architect 1-3 Month Box ETF worth $2.65M as of Q2 2026.
  • Hershey Financial Advisers sold 275 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $32.1K.
  • Alpha Architect 1-3 Month Box ETF made up 1.9% of Hershey Financial Advisers's portfolio in Q2 2026, its #16 holding.
  • Hershey Financial Advisers first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2025 and has held it in 5 quarters since.
  • Hershey Financial Advisers's Alpha Architect 1-3 Month Box ETF position peaked at $4.47M in Q3 2025.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.