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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
Q2 		$3.24K Sell
122
-397
-76% -$9.91K ﹤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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mather Group's BOX Position: Q2 2026 in Review

Mather Group reduced its Box (BOX) stake by 76% in Q2 2026, selling an estimated $9.91K and leaving 122 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Mather Group first reported a position in BOX in Q1 2024 and has held it in 8 quarters since. The position peaked at $16.7K in Q3 2025. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Mather Group held 122 shares of Box worth $3.24K as of Q2 2026.
  • Mather Group sold 397 Box shares in Q2 2026, an estimated $9.91K.
  • Box made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1683 holding.
  • Mather Group first reported a position in Box in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's Box position peaked at $16.7K in Q3 2025.
  • 397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.