Mather Group
FIVA icon

Mather Group’s Fidelity International Value Factor ETF FIVA Stock Holding History

Mather Group’s Portfolio FIVA Stock Details FIVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.43K Hold
90
– – ﹤0.01% 1909
2026
Q2 		$3.47K Hold
90
– – ﹤0.01% 1678
2026
Q1 		$3.13K Buy
+90
New +$3.25K ﹤0.01% 1642

Other funds holding FIVA

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Midwest Financial Network
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
Braeburn Wealth Management
Braeburn Wealth Management Muskegon, Michigan $236M AUM 48.75% 1-Year Est. Return
Roan Capital Partners
Roan Capital Partners Johnson City, Tennessee $137M AUM
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Align Financial
Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Clarity Asset Management
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

Mather Group's FIVA Position: Q3 2026 in Review

Mather Group held its Fidelity International Value Factor ETF (FIVA) position steady in Q3 2026 at 90 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

Mather Group first reported a position in FIVA in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.47K in Q2 2026. 22 funds tracked by Wall St. Rank hold FIVA as of Q3 2026.

  • Mather Group held 90 shares of Fidelity International Value Factor ETF worth $3.43K as of Q3 2026.
  • Mather Group left its Fidelity International Value Factor ETF share count unchanged in Q3 2026.
  • Fidelity International Value Factor ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1909 holding.
  • Mather Group first reported a position in Fidelity International Value Factor ETF in Q1 2026 and has held it in 3 quarters since.
  • Mather Group's Fidelity International Value Factor ETF position peaked at $3.47K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q3 2026.

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