Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

AAEQAAEQ
3 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ALPHA ARCHITECT

Yes. United Capital Financial Advisors holds 83,311 shares of AAEQ (Alpha Architect), worth $4.4M, as of its Q2 2026 13F filing. The share count is unchanged from Q1 2026. United Capital Financial Advisors has held AAEQ since Q4 2025, across 3 quarterly 13F filings.

Current Value

$4.4M

Current Shares

83,311

Total Value Change

+$322,930

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
83,311
0.0%
$4.4M0.0%$53.19
0
2026-Q1
Unchanged
83,311
0.0%
$3.9M0.0%$46.52
0
2025-Q4
New
83,311
-
$4.1M0.0%$49.33
37

Other major holders of AAEQ: Beacon Pointe Advisors, LLC, Quantinno Capital Management LP, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

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