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Thompson David Blair’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Thompson David Blair’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 		$1.29M Buy
11,008
+1,559
+16% +$182K 0.64% 44
2026
Q1 		$1.1M Buy
+9,449
New +$1.09M 0.63% 54
2024
Q4 		$1.22M Buy
+11,030
New +$1.21M 0.89% 28

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 $103B AUM 28.65% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Thompson David Blair's BOXX Position: Q2 2026 in Review

Thompson David Blair increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 16% in Q2 2026, buying an estimated $182K and bringing the position to 11,008 shares worth $1.29M. The position accounts for 0.64% of the portfolio, ranked #44.

Thompson David Blair first reported a position in BOXX in Q4 2024 and has held it in 3 quarters since. 355 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Thompson David Blair held 11,008 shares of Alpha Architect 1-3 Month Box ETF worth $1.29M as of Q2 2026.
  • Thompson David Blair bought 1,559 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $182K.
  • Alpha Architect 1-3 Month Box ETF made up 0.64% of Thompson David Blair's portfolio in Q2 2026, its #44 holding.
  • Thompson David Blair first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 3 quarters since.
  • 355 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.