Mather Group
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Mather Group’s Interactive Brokers IBKR Stock Holding History

Mather Group’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$56K Buy
656
+271
+70% +$24.8K ﹤0.01% 1132
2026
Q2 		$33.5K Buy
385
+62
+19% +$5.16K ﹤0.01% 1202
2026
Q1 		$21.7K Buy
+323
New +$23.1K ﹤0.01% 1257
2025
Q4 		– Sell
-293
Closed -$20.2K – 1096
2025
Q3 		$20.2K Buy
+293
New +$18.4K ﹤0.01% 1119
2025
Q2 		– Sell
-276
Closed -$11.4K – 1112
2025
Q1 		$11.4K Hold
276
– – ﹤0.01% 1221
2024
Q4 		$12.2K Buy
+276
New +$11.6K ﹤0.01% 1195

Other funds holding IBKR

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Systrade
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Mather Group's IBKR Position: Q3 2026 in Review

Mather Group increased its Interactive Brokers (IBKR) stake by 70% in Q3 2026, buying an estimated $24.8K and bringing the position to 656 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Mather Group first reported a position in IBKR in Q4 2024 and has held it in 6 quarters since. 210 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Mather Group held 656 shares of Interactive Brokers worth $56K as of Q3 2026.
  • Mather Group bought 271 Interactive Brokers shares in Q3 2026, an estimated $24.8K.
  • Interactive Brokers made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1132 holding.
  • Mather Group first reported a position in Interactive Brokers in Q4 2024 and has held it in 6 quarters since.
  • 210 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

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