Rockefeller Capital Management
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Rockefeller Capital Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Rockefeller Capital 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 		$81.4M Buy
695,000
+93,609
+16% +$10.9M 0.12% 155
2026
Q1 		$69.9M Sell
601,391
-4,580
-0.8% -$530K 0.12% 160
2025
Q4 		$69.7M Buy
605,971
+1,219
+0.2% +$139K 0.13% 152
2025
Q3 		$68.9M Buy
604,752
+2,342
+0.4% +$265K 0.13% 143
2025
Q2 		$67.9M Sell
602,410
-10,076
-2% -$1.13M 0.15% 140
2025
Q1 		$68.3M Sell
612,486
-60,767
-9% -$6.74M 0.17% 120
2024
Q4 		$74.2M Buy
673,253
+158,148
+31% +$17.3M 0.19% 111
2024
Q3 		$56.1M Buy
515,105
+45,701
+10% +$4.95M 0.15% 148
2024
Q2 		$50.6M Buy
469,404
+119,404
+34% +$12.8M 0.14% 148
2024
Q1 		$37.3M Buy
+350,000
New +$37M 0.11% 203

Other funds holding BOXX

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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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rockefeller Capital Management's BOXX Position: Q2 2026 in Review

Rockefeller Capital Management increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 16% in Q2 2026, buying an estimated $10.9M and bringing the position to 695,000 shares worth $81.4M. The position accounts for 0.12% of the portfolio, ranked #155.

Rockefeller Capital Management first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Rockefeller Capital Management held 695,000 shares of Alpha Architect 1-3 Month Box ETF worth $81.4M as of Q2 2026.
  • Rockefeller Capital Management bought 93,609 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $10.9M.
  • Alpha Architect 1-3 Month Box ETF made up 0.12% of Rockefeller Capital Management's portfolio in Q2 2026, its #155 holding.
  • Rockefeller Capital Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.