Mather Group’s Reaves Utility Income Fund UTG Stock Holding History

Mather Group’s Portfolio UTG Stock Details UTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.33K	Buy	+97	New	+$3.73K	﹤0.01%	1919

Other funds holding UTG

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

Mather Group's UTG Position: Q3 2026 in Review

Mather Group opened a new position in Reaves Utility Income Fund (UTG) in Q3 2026: 97 shares worth $3.33K. The stake represents ﹤0.01% of the portfolio and ranks #1919 among its holdings.

71 funds tracked by Wall St. Rank hold UTG as of Q3 2026.

Mather Group held 97 shares of Reaves Utility Income Fund worth $3.33K as of Q3 2026.
Reaves Utility Income Fund was a new Mather Group position in Q3 2026.
Reaves Utility Income Fund made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1919 holding.
71 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2026.

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