LWCFA
AAEQ

Loring Wolcott & Coolidge Fiduciary Advisors’s Alpha Architect US Equity 2 ETF AAEQ Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$2.29M Hold
43,122
– – 0.02% 122
2026
Q1 		$2.09M Hold
43,122
– – 0.02% 120
2025
Q4 		$2.15M Buy
+43,122
New +$2.14M 0.02% 121

Other funds holding AAEQ

CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
EMC
Everest Management Corp Cupertino, California $268M AUM 32.42% 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
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

Loring Wolcott & Coolidge Fiduciary Advisors's AAEQ Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Alpha Architect US Equity 2 ETF (AAEQ) position steady in Q2 2026 at 43,122 shares worth $2.29M. The position accounts for 0.02% of the portfolio, ranked #122.

Loring Wolcott & Coolidge Fiduciary Advisors 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.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 43,122 shares of Alpha Architect US Equity 2 ETF worth $2.29M as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Alpha Architect US Equity 2 ETF share count unchanged in Q2 2026.
  • Alpha Architect US Equity 2 ETF made up 0.02% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #122 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors 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 Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.