Mather Group
BP icon

Mather Group’s BP BP Stock Holding History

Mather Group’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$921K Sell
20,933
-1,517
-7% -$65.1K 0.01% 395
2026
Q2 		$830K Buy
22,450
+1,019
+5% +$44.7K 0.01% 417
2026
Q1 		$1.01M Sell
21,431
-23
-0.1% -$901 0.01% 331
2025
Q4 		$745K Buy
21,454
+280
+1% +$9.8K 0.01% 332
2025
Q3 		$730K Buy
21,174
+31
+0.1% +$1.04K 0.01% 332
2025
Q2 		$633K Sell
21,143
-94
-0.4% -$2.76K 0.01% 344
2025
Q1 		$718K Buy
21,237
+1,783
+9% +$58.2K 0.01% 299
2024
Q4 		$575K Buy
19,454
+61
+0.3% +$1.83K 0.01% 327
2024
Q3 		$609K Sell
19,393
-13,342
-41% -$451K 0.01% 324
2024
Q2 		$1.23M Buy
32,735
+13,928
+74% +$522K 0.02% 235
2024
Q1 		$666K Sell
18,807
-3,615
-16% -$130K 0.01% 284
2023
Q4 		$794K Sell
22,422
-272
-1% -$10K 0.01% 265
2023
Q3 		$879K Buy
22,694
+65
+0.3% +$2.41K 0.02% 236
2023
Q2 		$799K Sell
22,629
-884
-4% -$32.7K 0.01% 256
2023
Q1 		$892K Buy
23,513
+5,427
+30% +$203K 0.02% 230
2022
Q4 		$632K Sell
18,086
-1
-0% -$33 0.01% 279
2022
Q3 		$516K Buy
+18,087
New +$538K 0.01% 280
2022
Q2 		– Sell
-18,097
Closed -$532K – 389
2022
Q1 		$532K Sell
18,097
-5
-0% -$152 0.01% 256
2021
Q4 		$482K Buy
+18,102
New +$502K 0.01% 229

Other funds holding BP

Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Lazari Capital Management
Lazari Capital Management Woodland Hills, California $339M AUM 25.58% 1-Year Est. Return
Dupree Financial Group
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Mather Group's BP Position: Q3 2026 in Review

Mather Group reduced its BP (BP) stake by 6.8% in Q3 2026, selling an estimated $65.1K and leaving 20,933 shares worth $921K. The position accounts for 0.01% of the portfolio, ranked #395.

Mather Group first reported a position in BP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.23M in Q2 2024. 306 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Mather Group held 20,933 shares of BP worth $921K as of Q3 2026.
  • Mather Group sold 1,517 BP shares in Q3 2026, an estimated $65.1K.
  • BP made up 0.01% of Mather Group's portfolio in Q3 2026, its #395 holding.
  • Mather Group first reported a position in BP in Q4 2021 and has held it in 19 quarters since.
  • Mather Group's BP position peaked at $1.23M in Q2 2024.
  • 306 funds tracked by Wall St. Rank held BP as of Q3 2026.

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