Mather Group
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Mather Group’s Brunswick BC Stock Holding History

Mather Group’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$22.1K Hold
344
– – ﹤0.01% 1408
2026
Q2 		$29K Hold
344
– – ﹤0.01% 1248
2026
Q1 		$25K Buy
+344
New +$27.8K ﹤0.01% 1230
2025
Q4 		– Sell
-353
Closed -$22.3K – 748
2025
Q3 		$22.3K Buy
+353
New +$21.9K ﹤0.01% 1096
2025
Q2 		– Sell
-1,490
Closed -$80.2K – 716
2025
Q1 		$80.2K Sell
1,490
-188
-11% -$11.8K ﹤0.01% 798
2024
Q4 		$109K Hold
1,678
– – ﹤0.01% 718
2024
Q3 		$141K Buy
1,678
+4
+0.2% +$311 ﹤0.01% 668
2024
Q2 		$162K Hold
1,674
– – ﹤0.01% 666
2024
Q1 		$162K Buy
+1,674
New +$147K ﹤0.01% 580

Other funds holding BC

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Mather Group's BC Position: Q3 2026 in Review

Mather Group held its Brunswick (BC) position steady in Q3 2026 at 344 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Mather Group first reported a position in BC in Q1 2024 and has held it in 9 quarters since. The position peaked at $162K in Q1 2024. 69 funds tracked by Wall St. Rank hold BC as of Q3 2026.

  • Mather Group held 344 shares of Brunswick worth $22.1K as of Q3 2026.
  • Mather Group left its Brunswick share count unchanged in Q3 2026.
  • Brunswick made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1408 holding.
  • Mather Group first reported a position in Brunswick in Q1 2024 and has held it in 9 quarters since.
  • Mather Group's Brunswick position peaked at $162K in Q1 2024.
  • 69 funds tracked by Wall St. Rank held Brunswick as of Q3 2026.

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