Wells Fargo
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Wells Fargo’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Wells Fargo’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 		$4.88K Buy
+42
New +$4.86K ﹤0.01% 6131
2025
Q3 		– Sell
-184
Closed -$20.7K – 7099
2025
Q2 		$20.7K Buy
+184
New +$20.6K ﹤0.01% 5782

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 $15.7B AUM 34.02% 1-Year Est. Return
Rockefeller Capital Management
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
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Wells Fargo's BOXX Position: Q1 2026 in Review

Wells Fargo opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q1 2026: 42 shares worth $4.88K. The stake represents ﹤0.01% of the portfolio and ranks #6131 among its holdings. This is a return to the name: Wells Fargo previously reported a position in BOXX as recently as Q2 2025.

Wells Fargo first reported a position in BOXX in Q2 2025 and has held it in 2 quarters since. The position peaked at $20.7K in Q2 2025. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • Wells Fargo held 42 shares of Alpha Architect 1-3 Month Box ETF worth $4.88K as of Q1 2026.
  • Alpha Architect 1-3 Month Box ETF was a new Wells Fargo position in Q1 2026.
  • Alpha Architect 1-3 Month Box ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #6131 holding.
  • Wells Fargo first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2025 and has held it in 2 quarters since.
  • Wells Fargo's Alpha Architect 1-3 Month Box ETF position peaked at $20.7K in Q2 2025.
  • 333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.