Mather Group
BZH

Mather Group’s Beazer Homes USA BZH Stock Holding History

Mather Group’s Portfolio BZH Stock Details BZH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$23.2K Hold
697
– – ﹤0.01% 1398
2026
Q2 		$19.6K Hold
697
– – ﹤0.01% 1337
2026
Q1 		$13.4K Buy
+697
New +$16.1K ﹤0.01% 1374
2025
Q4 		– Sell
-697
Closed -$17.1K – 789
2025
Q3 		$17.1K Buy
+697
New +$17.1K ﹤0.01% 1154
2025
Q2 		– Sell
-721
Closed -$14.7K – 770
2025
Q1 		$14.7K Buy
+721
New +$17.3K ﹤0.01% 1165

Other funds holding BZH

Jamison Private Wealth Management
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Mather Group's BZH Position: Q3 2026 in Review

Mather Group held its Beazer Homes USA (BZH) position steady in Q3 2026 at 697 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Mather Group first reported a position in BZH in Q1 2025 and has held it in 5 quarters since. 27 funds tracked by Wall St. Rank hold BZH as of Q3 2026.

  • Mather Group held 697 shares of Beazer Homes USA worth $23.2K as of Q3 2026.
  • Mather Group left its Beazer Homes USA share count unchanged in Q3 2026.
  • Beazer Homes USA made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1398 holding.
  • Mather Group first reported a position in Beazer Homes USA in Q1 2025 and has held it in 5 quarters since.
  • 27 funds tracked by Wall St. Rank held Beazer Homes USA as of Q3 2026.

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