Pathstone Holdings’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Pathstone Holdings’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 Q3	$18.9M	Buy	+159,952	New	+$18.8M	0.05%	240

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return

Fortress Private Ledger Raleigh, North Carolina $504M AUM 29.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Pathstone Holdings's BOXX Position: Q3 2026 in Review

Pathstone Holdings opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q3 2026: 159,952 shares worth $18.9M. The stake represents 0.05% of the portfolio and ranks #240 among its holdings.

350 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

Pathstone Holdings held 159,952 shares of Alpha Architect 1-3 Month Box ETF worth $18.9M as of Q3 2026.
Alpha Architect 1-3 Month Box ETF was a new Pathstone Holdings position in Q3 2026.
Alpha Architect 1-3 Month Box ETF made up 0.05% of Pathstone Holdings's portfolio in Q3 2026, its #240 holding.
350 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on Pathstone Holdings's 13F filing for Q3 2026, filed 13 Nov 2026.