Stifel Financial
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Stifel Financial’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Stifel Financial’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 		$6.16M Buy
52,605
+36,200
+221% +$4.22M 0.01% 1287
2026
Q1 		$1.91M Sell
16,405
-9,250
-36% -$1.07M ﹤0.01% 1998
2025
Q4 		$2.95M Buy
25,655
+5,080
+25% +$581K ﹤0.01% 1658
2025
Q3 		$2.34M Sell
20,575
-466
-2% -$52.8K ﹤0.01% 1807
2025
Q2 		$2.37M Sell
21,041
-4
-0% -$448 ﹤0.01% 1726
2025
Q1 		$2.35M Buy
+21,045
New +$2.33M ﹤0.01% 1650

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
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

Stifel Financial's BOXX Position: Q2 2026 in Review

Stifel Financial increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 221% in Q2 2026, buying an estimated $4.22M and bringing the position to 52,605 shares worth $6.16M. The position accounts for 0.01% of the portfolio, ranked #1287.

Stifel Financial first reported a position in BOXX in Q1 2025 and has held it in 6 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Stifel Financial held 52,605 shares of Alpha Architect 1-3 Month Box ETF worth $6.16M as of Q2 2026.
  • Stifel Financial bought 36,200 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $4.22M.
  • Alpha Architect 1-3 Month Box ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1287 holding.
  • Stifel Financial first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2025 and has held it in 6 quarters since.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.