Mather Group’s Campbell Soup CPB Stock Holding History

Mather Group’s Portfolio CPB Stock Details CPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$224K	Sell	10,043 -2,744	-21%	-$70.5K	﹤0.01%	705
2025 Q4	$356K	Sell	12,787 -3,830	-23%	-$115K	﹤0.01%	478
2025 Q3	$525K	Buy	+16,617	New	+$537K	0.01%	395
2025 Q2	–	Sell	-3,565	Closed	-$142K	–	838
2025 Q1	$142K	Sell	3,565 -2,805	-44%	-$110K	﹤0.01%	677
2024 Q4	$267K	Buy	6,370 +550	+9%	+$24.9K	﹤0.01%	488
2024 Q3	$285K	Buy	5,820 +4,142	+247%	+$202K	﹤0.01%	480
2024 Q2	$74.6K	Buy	1,678 +1,030	+159%	+$45.9K	﹤0.01%	896
2024 Q1	$28K	Buy	+648	New	+$28K	﹤0.01%	988

Other funds holding CPB

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return