Mather Group
V icon

Mather Group’s Visa V Stock Holding History

Mather Group’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.7M Sell
38,056
-36
-0.1% -$13.2K 0.12% 90
2026
Q2 		$13.1M Sell
38,092
-1,512
-4% -$485K 0.11% 87
2026
Q1 		$12M Buy
39,604
+1,201
+3% +$386K 0.12% 77
2025
Q4 		$13.5M Buy
38,403
+548
+1% +$187K 0.14% 76
2025
Q3 		$12.9M Buy
37,855
+1,083
+3% +$375K 0.13% 73
2025
Q2 		$13.1M Buy
36,772
+270
+0.7% +$94.1K 0.14% 73
2025
Q1 		$12.8M Buy
36,502
+60
+0.2% +$20.3K 0.15% 71
2024
Q4 		$11.5M Sell
36,442
-1,858
-5% -$559K 0.15% 75
2024
Q3 		$10.5M Sell
38,300
-4,708
-11% -$1.27M 0.14% 80
2024
Q2 		$12M Buy
43,008
+6,260
+17% +$1.72M 0.15% 74
2024
Q1 		$9.6M Buy
36,748
+122
+0.3% +$33.7K 0.15% 64
2023
Q4 		$9.5M Buy
36,626
+3,850
+12% +$949K 0.15% 66
2023
Q3 		$7.54M Buy
32,776
+2,936
+10% +$706K 0.13% 70
2023
Q2 		$7.09M Buy
29,840
+5,173
+21% +$1.18M 0.11% 82
2023
Q1 		$5.56M Buy
24,667
+2,669
+12% +$594K 0.1% 81
2022
Q4 		$4.57M Buy
21,998
+1,962
+10% +$396K 0.09% 88
2022
Q3 		$3.56M Buy
20,036
+2,873
+17% +$585K 0.08% 92
2022
Q2 		$3.38M Buy
17,163
+2,362
+16% +$488K 0.08% 90
2022
Q1 		$3.28M Buy
14,801
+23
+0.2% +$4.97K 0.06% 91
2021
Q4 		$3.2M Buy
14,778
+4,787
+48% +$1.03M 0.06% 82
2021
Q3 		$2.23M Buy
9,991
+358
+4% +$83.9K 0.05% 77
2021
Q2 		$2.25M Buy
9,633
+985
+11% +$225K 0.06% 68
2021
Q1 		$1.83M Buy
8,648
+2,417
+39% +$509K 0.05% 73
2020
Q4 		$1.36M Buy
6,231
+573
+10% +$117K 0.04% 80
2020
Q3 		$1.13M Buy
5,658
+473
+9% +$94.5K 0.04% 84
2020
Q2 		$1M Buy
5,185
+180
+4% +$32.9K 0.05% 88
2020
Q1 		$806K Buy
5,005
+604
+14% +$114K 0.06% 74
2019
Q4 		$827K Buy
+4,401
New +$793K 0.05% 69

Other funds holding V

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
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Mather Group's V Position: Q3 2026 in Review

Mather Group reduced its Visa (V) stake by 0.09% in Q3 2026, selling an estimated $13.2K and leaving 38,056 shares worth $13.7M. The position accounts for 0.12% of the portfolio, ranked #90.

Mather Group first reported a position in V in Q4 2019 and has held it in 28 quarters since. 1,007 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Mather Group held 38,056 shares of Visa worth $13.7M as of Q3 2026.
  • Mather Group sold 36 Visa shares in Q3 2026, an estimated $13.2K.
  • Visa made up 0.12% of Mather Group's portfolio in Q3 2026, its #90 holding.
  • Mather Group first reported a position in Visa in Q4 2019 and has held it in 28 quarters since.
  • 1,007 funds tracked by Wall St. Rank held Visa as of Q3 2026.

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