LKBC
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L.K. Benson & Company’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

L.K. Benson & Company’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 		$425K Buy
3,628
+23
+0.6% +$2.68K 0.13% 88
2026
Q1 		$419K Buy
3,605
+1
+0% +$116 0.14% 84
2025
Q4 		$415K Buy
3,604
+4
+0.1% +$458 0.21% 85
2025
Q3 		$410K Buy
3,600
+26
+0.7% +$2.94K 0.22% 80
2025
Q2 		$403K Buy
3,574
+93
+3% +$10.4K 0.25% 75
2025
Q1 		$388K Buy
3,481
+881
+34% +$97.7K 0.27% 74
2024
Q4 		$287K Buy
+2,600
New +$285K 0.2% 81

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

L.K. Benson & Company's BOXX Position: Q2 2026 in Review

L.K. Benson & Company increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 0.64% in Q2 2026, buying an estimated $2.68K and bringing the position to 3,628 shares worth $425K. The position accounts for 0.13% of the portfolio, ranked #88.

L.K. Benson & Company first reported a position in BOXX in Q4 2024 and has held it in 7 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • L.K. Benson & Company held 3,628 shares of Alpha Architect 1-3 Month Box ETF worth $425K as of Q2 2026.
  • L.K. Benson & Company bought 23 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $2.68K.
  • Alpha Architect 1-3 Month Box ETF made up 0.13% of L.K. Benson & Company's portfolio in Q2 2026, its #88 holding.
  • L.K. Benson & Company first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 7 quarters since.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.