Mather Group’s BHP BHP Stock Holding History

Mather Group’s Portfolio BHP Stock Details BHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$302K	Buy	3,565 +20	+0.6%	+$1.74K	﹤0.01%	675
2026 Q2	$295K	Buy	3,545 +122	+4%	+$10.1K	﹤0.01%	676
2026 Q1	$249K	Buy	3,423 +27	+0.8%	+$1.91K	﹤0.01%	673
2025 Q4	$205K	Buy	3,396 +146	+4%	+$8.3K	﹤0.01%	622
2025 Q3	$181K	Buy	+3,250	New	+$173K	﹤0.01%	649
2025 Q2	–	Sell	-3,935	Closed	-$191K	–	728
2025 Q1	$191K	Sell	3,935 -610	-13%	-$30.4K	﹤0.01%	603
2024 Q4	$222K	Sell	4,545 -34	-0.7%	-$1.85K	﹤0.01%	537
2024 Q3	$284K	Sell	4,579 -2,002	-30%	-$111K	﹤0.01%	481
2024 Q2	$380K	Buy	6,581 +2,358	+56%	+$137K	﹤0.01%	475
2024 Q1	$288K	Buy	4,223 +125	+3%	+$7.48K	﹤0.01%	449
2023 Q4	$280K	Hold	4,098	–	–	﹤0.01%	467
2023 Q3	$233K	Sell	4,098 -11	-0.3%	-$643	﹤0.01%	497
2023 Q2	$245K	Buy	4,109 +658	+19%	+$39.2K	﹤0.01%	501
2023 Q1	$219K	Hold	3,451	–	–	﹤0.01%	472
2022 Q4	$214K	Buy	+3,451	New	+$194K	﹤0.01%	452
2022 Q2	–	Sell	-4,477	Closed	-$309K	–	385
2022 Q1	$309K	Hold	4,477	–	–	0.01%	342
2021 Q4	$241K	Buy	+4,477	New	+$224K	﹤0.01%	336

Other funds holding BHP

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return

Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Mather Group's BHP Position: Q3 2026 in Review

Mather Group increased its BHP (BHP) stake by 0.56% in Q3 2026, buying an estimated $1.74K and bringing the position to 3,565 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Mather Group first reported a position in BHP in Q4 2021 and has held it in 17 quarters since. The position peaked at $380K in Q2 2024. 210 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

Mather Group held 3,565 shares of BHP worth $302K as of Q3 2026.
Mather Group bought 20 BHP shares in Q3 2026, an estimated $1.74K.
BHP made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #675 holding.
Mather Group first reported a position in BHP in Q4 2021 and has held it in 17 quarters since.
Mather Group's BHP position peaked at $380K in Q2 2024.
210 funds tracked by Wall St. Rank held BHP as of Q3 2026.

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