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Fidelity fund shares owned by Mather Group

Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Mather Group from 13F filings

Historical chart of Mather Group investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by Mather Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by Mather Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.1k 90 34.81

More positions owned by Mather Group

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr Series Trust State Street Spd (SPTI)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Series Trust State Street Spd (SPTL)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Mather Group

Top funds holding Fidelity fund

Commonwealth Equity Services
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Jane Street
Envestnet Asset Management
Cadent Capital Advisors
Kestra Advisory Services
Great Valley Advisor Group
OmniStar Financial Group

View all funds holding Fidelity fund