Mather Group’s Enact Holdings ACT Stock Holding History

Mather Group’s Portfolio ACT Stock Details ACT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.54K	Buy	105 +43	+69%	+$2.06K	﹤0.01%	1828
2026 Q2	$2.83K	Hold	62	–	–	﹤0.01%	1701
2026 Q1	$2.53K	Buy	+62	New	+$2.54K	﹤0.01%	1667
2025 Q4	–	Sell	-62	Closed	-$2.38K	–	651
2025 Q3	$2.38K	Buy	+62	New	+$2.3K	﹤0.01%	1514
2025 Q2	–	Sell	-62	Closed	-$2.16K	–	622
2025 Q1	$2.16K	Hold	62	–	–	﹤0.01%	1558
2024 Q4	$2.01K	Hold	62	–	–	﹤0.01%	1536
2024 Q3	$2.25K	Hold	62	–	–	﹤0.01%	1464
2024 Q2	$1.93K	Buy	+62	New	+$1.89K	﹤0.01%	1898

Other funds holding ACT

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return

KPPF

Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mather Group's ACT Position: Q3 2026 in Review

Mather Group increased its Enact Holdings (ACT) stake by 69% in Q3 2026, buying an estimated $2.06K and bringing the position to 105 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

Mather Group first reported a position in ACT in Q2 2024 and has held it in 8 quarters since. 25 funds tracked by Wall St. Rank hold ACT as of Q3 2026.

Mather Group held 105 shares of Enact Holdings worth $4.54K as of Q3 2026.
Mather Group bought 43 Enact Holdings shares in Q3 2026, an estimated $2.06K.
Enact Holdings made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1828 holding.
Mather Group first reported a position in Enact Holdings in Q2 2024 and has held it in 8 quarters since.
25 funds tracked by Wall St. Rank held Enact Holdings as of Q3 2026.

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