Mather Group
PLUS icon

Mather Group’s ePlus PLUS Stock Holding History

Mather Group’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.4K Buy
149
+38
+34% +$3.39K ﹤0.01% 1565
2026
Q2 		$9.24K Hold
111
– – ﹤0.01% 1518
2026
Q1 		$8.35K Buy
+111
New +$9.1K ﹤0.01% 1488
2025
Q4 		– Sell
-111
Closed -$7.88K – 1385
2025
Q3 		$7.88K Buy
+111
New +$7.83K ﹤0.01% 1309
2025
Q2 		– Sell
-111
Closed -$6.77K – 1427
2025
Q1 		$6.77K Hold
111
– – ﹤0.01% 1344
2024
Q4 		$8.2K Buy
+111
New +$9.7K ﹤0.01% 1281

Other funds holding PLUS

GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Mather Group's PLUS Position: Q3 2026 in Review

Mather Group increased its ePlus (PLUS) stake by 34% in Q3 2026, buying an estimated $3.39K and bringing the position to 149 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Mather Group first reported a position in PLUS in Q4 2024 and has held it in 6 quarters since. 50 funds tracked by Wall St. Rank hold PLUS as of Q3 2026.

  • Mather Group held 149 shares of ePlus worth $13.4K as of Q3 2026.
  • Mather Group bought 38 ePlus shares in Q3 2026, an estimated $3.39K.
  • ePlus made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1565 holding.
  • Mather Group first reported a position in ePlus in Q4 2024 and has held it in 6 quarters since.
  • 50 funds tracked by Wall St. Rank held ePlus as of Q3 2026.

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