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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PPC

Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Stifel Financial's BOXX Position: Q1 2026 in Review

Stifel Financial reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 36% in Q1 2026, selling an estimated $1.07M and leaving 16,405 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1998.

Stifel Financial first reported a position in BOXX in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.95M in Q4 2025. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

Stifel Financial held 16,405 shares of Alpha Architect 1-3 Month Box ETF worth $1.91M as of Q1 2026.
Stifel Financial sold 9,250 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $1.07M.
Alpha Architect 1-3 Month Box ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1998 holding.
Stifel Financial first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2025 and has held it in 5 quarters since.
Stifel Financial's Alpha Architect 1-3 Month Box ETF position peaked at $2.95M in Q4 2025.
333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.