Mather Group’s BV Financial BVFL Stock Holding History

Mather Group’s Portfolio BVFL Stock Details BVFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.82K	Buy	+87	New	+$1.85K	﹤0.01%	2068

Other funds holding BVFL

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

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Mather Group's BVFL Position: Q3 2026 in Review

Mather Group opened a new position in BV Financial (BVFL) in Q3 2026: 87 shares worth $1.82K. The stake represents ﹤0.01% of the portfolio and ranks #2068 among its holdings.

9 funds tracked by Wall St. Rank hold BVFL as of Q3 2026.

Mather Group held 87 shares of BV Financial worth $1.82K as of Q3 2026.
BV Financial was a new Mather Group position in Q3 2026.
BV Financial made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #2068 holding.
9 funds tracked by Wall St. Rank held BV Financial as of Q3 2026.

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