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

Truist 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 		$442K Sell
3,779
-313
-8% -$36.5K ﹤0.01% 2280
2026
Q1 		$476K Sell
4,092
-44,023
-91% -$5.09M ﹤0.01% 2111
2025
Q4 		$5.54M Sell
48,115
-5,108
-10% -$584K 0.01% 807
2025
Q3 		$6.06M Buy
53,223
+3,944
+8% +$447K 0.01% 802
2025
Q2 		$5.55M Buy
49,279
+3,663
+8% +$411K 0.01% 807
2025
Q1 		$5.09M Buy
45,616
+1,038
+2% +$115K 0.01% 830
2024
Q4 		$4.92M Buy
44,578
+1,059
+2% +$116K 0.01% 833
2024
Q3 		$4.74M Buy
43,519
+1,067
+3% +$116K 0.01% 843
2024
Q2 		$4.58M Buy
42,452
+10,879
+34% +$1.17M 0.01% 889
2024
Q1 		$3.36M Buy
31,573
+6,842
+28% +$724K 0.01% 1045
2023
Q4 		$2.59M Buy
+24,731
New +$2.58M ﹤0.01% 1135

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

Truist Financial's BOXX Position: Q2 2026 in Review

Truist Financial reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 7.6% in Q2 2026, selling an estimated $36.5K and leaving 3,779 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

Truist Financial first reported a position in BOXX in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.06M in Q3 2025. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Truist Financial held 3,779 shares of Alpha Architect 1-3 Month Box ETF worth $442K as of Q2 2026.
  • Truist Financial sold 313 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $36.5K.
  • Alpha Architect 1-3 Month Box ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2280 holding.
  • Truist Financial first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2023 and has held it in 11 quarters since.
  • Truist Financial's Alpha Architect 1-3 Month Box ETF position peaked at $6.06M in Q3 2025.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.