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Perigon Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Perigon Wealth Management’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 		$3.07M Buy
26,236
+5,075
+24% +$592K 0.05% 323
2026
Q1 		$2.46M Buy
21,161
+17,650
+503% +$2.04M 0.04% 335
2025
Q4 		$404K Buy
+3,511
New +$402K 0.01% 885

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EF
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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

Perigon Wealth Management's BOXX Position: Q2 2026 in Review

Perigon Wealth Management increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 24% in Q2 2026, buying an estimated $592K and bringing the position to 26,236 shares worth $3.07M. The position accounts for 0.05% of the portfolio, ranked #323.

Perigon Wealth Management first reported a position in BOXX in Q4 2025 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Perigon Wealth Management held 26,236 shares of Alpha Architect 1-3 Month Box ETF worth $3.07M as of Q2 2026.
  • Perigon Wealth Management bought 5,075 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $592K.
  • Alpha Architect 1-3 Month Box ETF made up 0.05% of Perigon Wealth Management's portfolio in Q2 2026, its #323 holding.
  • Perigon Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2025 and has held it in 3 quarters since.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.