Mather Group’s Construction Partners ROAD Stock Holding History

Mather Group’s Portfolio ROAD Stock Details ROAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$33.2K	Hold	369	–	–	﹤0.01%	1280
2026 Q2	$43.8K	Hold	369	–	–	﹤0.01%	1137
2026 Q1	$41K	Buy	+369	New	+$44.2K	﹤0.01%	1102
2025 Q4	–	Sell	-369	Closed	-$46.9K	–	1438
2025 Q3	$46.9K	Buy	+369	New	+$42.1K	﹤0.01%	915
2025 Q2	–	Sell	-369	Closed	-$26.5K	–	1481
2025 Q1	$26.5K	Hold	369	–	–	﹤0.01%	1027
2024 Q4	$32.6K	Buy	+369	New	+$32.1K	﹤0.01%	964

Other funds holding ROAD

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw $291M AUM 52.67% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Mather Group's ROAD Position: Q3 2026 in Review

Mather Group held its Construction Partners (ROAD) position steady in Q3 2026 at 369 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Mather Group first reported a position in ROAD in Q4 2024 and has held it in 6 quarters since. The position peaked at $46.9K in Q3 2025. 49 funds tracked by Wall St. Rank hold ROAD as of Q3 2026.

Mather Group held 369 shares of Construction Partners worth $33.2K as of Q3 2026.
Mather Group left its Construction Partners share count unchanged in Q3 2026.
Construction Partners made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1280 holding.
Mather Group first reported a position in Construction Partners in Q4 2024 and has held it in 6 quarters since.
Mather Group's Construction Partners position peaked at $46.9K in Q3 2025.
49 funds tracked by Wall St. Rank held Construction Partners as of Q3 2026.

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