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Independent Financial Group’s MasTec MTZ Stock Holding History

Independent Financial Group’s Portfolio MTZ Stock Details MTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-614
Closed -$255K – 1629
2026
Q2 		$255K Sell
614
-515
-46% -$197K ﹤0.01% 1346
2026
Q1 		$363K Buy
1,129
+40
+4% +$10.8K 0.01% 1072
2025
Q4 		$237K Sell
1,089
-50
-4% -$10.5K 0.01% 1263
2025
Q3 		$242K Buy
+1,139
New +$209K 0.01% 1190
2025
Q2 		– Sell
-1,739
Closed -$203K – 1340
2025
Q1 		$203K Buy
1,739
+264
+18% +$35.6K 0.01% 1113
2024
Q4 		$201K Buy
+1,475
New +$198K 0.01% 1103

Other funds holding MTZ

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Independent Financial Group's MTZ Position: Q3 2026 in Review

Independent Financial Group sold out of MasTec (MTZ) in Q3 2026, closing a stake of 614 shares — an estimated $255K sold.

Independent Financial Group first reported a position in MTZ in Q4 2024 and held it in 6 quarters. The position peaked at $363K in Q1 2026. 40 funds tracked by Wall St. Rank hold MTZ as of Q3 2026.

  • Independent Financial Group reported no remaining MasTec position as of Q3 2026 after selling out during the quarter.
  • Independent Financial Group sold 614 MasTec shares in Q3 2026, an estimated $255K.
  • Independent Financial Group first reported a position in MasTec in Q4 2024 and held it in 6 quarters.
  • Independent Financial Group's MasTec position peaked at $363K in Q1 2026.
  • 40 funds tracked by Wall St. Rank held MasTec as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.