Mather Group
BOX icon

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
Q3 		$4.08K Hold
122
– – ﹤0.01% 1855
2026
Q2 		$3.24K Sell
122
-397
-76% -$9.9K ﹤0.01% 1683
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

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Tealwood Asset Management
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Mather Group's BOX Position: Q3 2026 in Review

Mather Group held its Box (BOX) position steady in Q3 2026 at 122 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1855.

Mather Group first reported a position in BOX in Q1 2024 and has held it in 9 quarters since. The position peaked at $16.7K in Q3 2025. 52 funds tracked by Wall St. Rank hold BOX as of Q3 2026.

  • Mather Group held 122 shares of Box worth $4.08K as of Q3 2026.
  • Mather Group left its Box share count unchanged in Q3 2026.
  • Box made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1855 holding.
  • Mather Group first reported a position in Box in Q1 2024 and has held it in 9 quarters since.
  • Mather Group's Box position peaked at $16.7K in Q3 2025.
  • 52 funds tracked by Wall St. Rank held Box as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.