Mather Group’s Best Buy BBY Stock Holding History

Mather Group’s Portfolio BBY Stock Details BBY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$159K	Buy	+2,483	New	+$163K	﹤0.01%	784
2025 Q4	–	Sell	-2,467	Closed	-$187K	–	747
2025 Q3	$187K	Buy	+2,467	New	+$177K	﹤0.01%	640
2025 Q2	–	Sell	-2,124	Closed	-$156K	–	715
2025 Q1	$156K	Sell	2,124 -315	-13%	-$26K	﹤0.01%	656
2024 Q4	$209K	Buy	2,439 +85	+4%	+$7.76K	﹤0.01%	554
2024 Q3	$243K	Sell	2,354 -662	-22%	-$59.6K	﹤0.01%	517
2024 Q2	$247K	Buy	3,016 +863	+40%	+$68.5K	﹤0.01%	572
2024 Q1	$169K	Buy	+2,153	New	+$164K	﹤0.01%	570
2023 Q3	–	Sell	-3,065	Closed	-$251K	–	540
2023 Q2	$251K	Buy	+3,065	New	+$229K	﹤0.01%	493
2022 Q2	–	Sell	-2,638	Closed	-$240K	–	384
2022 Q1	$240K	Hold	2,638	–	–	﹤0.01%	390
2021 Q4	$268K	Buy	+2,638	New	+$300K	0.01%	315

Other funds holding BBY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return