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Mather Group’s Box BOX Stock Holding History

Mather Group’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.3K Buy
+519
New +$13.1K ﹤0.01% 1394
2025
Q4 		– Sell
-519
Closed -$16.7K – 773
2025
Q3 		$16.7K Buy
+519
New +$16.8K ﹤0.01% 1156
2025
Q2 		– Sell
-519
Closed -$16K – 750
2025
Q1 		$16K Hold
519
– – ﹤0.01% 1139
2024
Q4 		$16.4K Buy
519
+397
+325% +$13K ﹤0.01% 1124
2024
Q3 		$3.99K Hold
122
– – ﹤0.01% 1343
2024
Q2 		$3.46K Hold
122
– – ﹤0.01% 1728
2024
Q1 		$3.12K Buy
+122
New +$3.28K ﹤0.01% 1450

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group's BOX Position: Q1 2026 in Review

Mather Group opened a new position in Box (BOX) in Q1 2026: 519 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #1394 among its holdings. This is a return to the name: Mather Group previously reported a position in BOX as recently as Q3 2025.

Mather Group first reported a position in BOX in Q1 2024 and has held it in 7 quarters since. The position peaked at $16.7K in Q3 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Mather Group held 519 shares of Box worth $12.3K as of Q1 2026.
  • Box was a new Mather Group position in Q1 2026.
  • Box made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1394 holding.
  • Mather Group first reported a position in Box in Q1 2024 and has held it in 7 quarters since.
  • Mather Group's Box position peaked at $16.7K in Q3 2025.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.