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Pennington Partners & Co’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Pennington Partners & Co’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 		$41.8M Sell
356,588
-72,098
-17% -$8.41M 13.38% 3
2026
Q1 		$49.9M Buy
428,686
+19,322
+5% +$2.23M 17.07% 2
2025
Q4 		$47.1M Buy
409,364
+169,969
+71% +$19.4M 18.88% 2
2025
Q3 		$27.3M Sell
239,395
-2,669
-1% -$302K 12.92% 3
2025
Q2 		$27.3M Sell
242,064
-14,132
-6% -$1.58M 14.63% 3
2025
Q1 		$28.6M Sell
256,196
-49,835
-16% -$5.53M 16.37% 3
2024
Q4 		$33.7M Buy
+306,031
New +$33.5M 16.73% 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
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

Pennington Partners & Co's BOXX Position: Q2 2026 in Review

Pennington Partners & Co reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 17% in Q2 2026, selling an estimated $8.41M and leaving 356,588 shares worth $41.8M. The position accounts for 13.38% of the portfolio, ranked #3.

Pennington Partners & Co first reported a position in BOXX in Q4 2024 and has held it in 7 quarters since. The position peaked at $49.9M in Q1 2026. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Pennington Partners & Co held 356,588 shares of Alpha Architect 1-3 Month Box ETF worth $41.8M as of Q2 2026.
  • Pennington Partners & Co sold 72,098 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $8.41M.
  • Alpha Architect 1-3 Month Box ETF made up 13.38% of Pennington Partners & Co's portfolio in Q2 2026, its #3 holding.
  • Pennington Partners & Co first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 7 quarters since.
  • Pennington Partners & Co's Alpha Architect 1-3 Month Box ETF position peaked at $49.9M in Q1 2026.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Pennington Partners & Co's 13F filing for Q2 2026, filed 14 Aug 2026.