SFO
BOXA

Stokes Family Office’s Alpha Architect Aggregate Bond ETF BOXA Stock Holding History

Stokes Family Office’s Portfolio BOXA Stock Details BOXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,031
Closed -$207K – 248
2025
Q1 		$207K Buy
+2,031
New +$205K 0.02% 225

Other funds holding BOXA

Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
RF
RHS Financial San Francisco, California $248M AUM 23.56% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stokes Family Office's BOXA Position: Q2 2025 in Review

Stokes Family Office sold out of Alpha Architect Aggregate Bond ETF (BOXA) in Q2 2025, closing a stake of 2,031 shares — an estimated $207K sold.

Stokes Family Office first reported a position in BOXA in Q1 2025 and held it in 1 quarter. The position peaked at $207K in Q1 2025. 6 funds tracked by Wall St. Rank hold BOXA as of Q2 2025.

  • Stokes Family Office reported no remaining Alpha Architect Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Stokes Family Office sold 2,031 Alpha Architect Aggregate Bond ETF shares in Q2 2025, an estimated $207K.
  • Stokes Family Office first reported a position in Alpha Architect Aggregate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Stokes Family Office's Alpha Architect Aggregate Bond ETF position peaked at $207K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held Alpha Architect Aggregate Bond ETF as of Q2 2025.

Based on Stokes Family Office's 13F filing for Q2 2025, filed 6 Aug 2025.