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Center for Financial Planning’s Matador Resources MTDR Stock Holding History

Center for Financial Planning’s Portfolio MTDR Stock Details MTDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-650
Closed -$41.1K – 679
2026
Q1 		$41.1K Buy
+650
New +$32.6K ﹤0.01% 331

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Victory Capital Management
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CCM
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Massachusetts Financial Services
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

Center for Financial Planning's MTDR Position: Q2 2026 in Review

Center for Financial Planning sold out of Matador Resources (MTDR) in Q2 2026, closing a stake of 650 shares — an estimated $41.1K sold.

Center for Financial Planning first reported a position in MTDR in Q1 2026 and held it in 1 quarter. The position peaked at $41.1K in Q1 2026. 223 funds tracked by Wall St. Rank hold MTDR as of Q2 2026.

  • Center for Financial Planning reported no remaining Matador Resources position as of Q2 2026 after selling out during the quarter.
  • Center for Financial Planning sold 650 Matador Resources shares in Q2 2026, an estimated $41.1K.
  • Center for Financial Planning first reported a position in Matador Resources in Q1 2026 and held it in 1 quarter.
  • Center for Financial Planning's Matador Resources position peaked at $41.1K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held Matador Resources as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.