Mather Group’s Stem STEM Stock Holding History

Mather Group’s Portfolio STEM Stock Details STEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$43	Hold	10	–	–	﹤0.01%	2233
2026 Q2	$78	Hold	10	–	–	﹤0.01%	1878
2026 Q1	$88	Buy	+10	New	+$134	﹤0.01%	1871
2025 Q4	–	Sell	-10	Closed	-$175	–	1527
2025 Q3	$175	Buy	+10	New	+$141	﹤0.01%	1669
2025 Q2	–	Sell	-10	Closed	-$70	–	1589
2025 Q1	$70	Buy	+10	New	+$116	﹤0.01%	1767
2024 Q3	–	Sell	-50	Closed	-$2.19K	–	2151
2024 Q2	$2.19K	Buy	+50	New	+$1.46K	﹤0.01%	1865

Other funds holding STEM

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Mather Group's STEM Position: Q3 2026 in Review

Mather Group held its Stem (STEM) position steady in Q3 2026 at 10 shares worth $43. The position accounts for ﹤0.01% of the portfolio, ranked #2233.

Mather Group first reported a position in STEM in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.19K in Q2 2024. 5 funds tracked by Wall St. Rank hold STEM as of Q3 2026.

Mather Group held 10 shares of Stem worth $43 as of Q3 2026.
Mather Group left its Stem share count unchanged in Q3 2026.
Stem made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #2233 holding.
Mather Group first reported a position in Stem in Q2 2024 and has held it in 6 quarters since.
Mather Group's Stem position peaked at $2.19K in Q2 2024.
5 funds tracked by Wall St. Rank held Stem as of Q3 2026.

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