Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$589K Buy
2,562
+175
+7% +$40.2K 0.01% 497
2026
Q1
$518K Buy
+2,387
New +$557K 0.01% 475
2025
Q4
Sell
-283
Closed -$80.9K 981
2025
Q3
$80.9K Buy
+283
New +$108K ﹤0.01% 805
2025
Q2
Sell
-241
Closed -$109K 981
2025
Q1
$109K Sell
241
-15
-6% -$6.83K ﹤0.01% 727
2024
Q4
$123K Sell
256
-7
-3% -$3.33K ﹤0.01% 697
2024
Q3
$121K Sell
263
-298
-53% -$127K ﹤0.01% 698
2024
Q2
$255K Buy
561
+317
+130% +$135K ﹤0.01% 566
2024
Q1
$116K Buy
+244
New +$114K ﹤0.01% 665

Other funds holding FDS

Mather Group's FDS Position: Q2 2026 in Review

Mather Group increased its Factset (FDS) stake by 7.3% in Q2 2026, buying an estimated $40.2K and bringing the position to 2,562 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #497.

Mather Group first reported a position in FDS in Q1 2024 and has held it in 8 quarters since. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Mather Group held 2,562 shares of Factset worth $589K as of Q2 2026.
  • Mather Group bought 175 Factset shares in Q2 2026, an estimated $40.2K.
  • Factset made up 0.01% of Mather Group's portfolio in Q2 2026, its #497 holding.
  • Mather Group first reported a position in Factset in Q1 2024 and has held it in 8 quarters since.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.