Concurrent Investment Advisors’s Matsons MATX Stock Holding History

Concurrent Investment Advisors’s Portfolio MATX Stock Details MATX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$210K	Buy	+1,280	New	+$199K	﹤0.01%	1721

Other funds holding MATX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Concurrent Investment Advisors's MATX Position: Q1 2026 in Review

Concurrent Investment Advisors opened a new position in Matsons (MATX) in Q1 2026: 1,280 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1721 among its holdings.

394 funds tracked by Wall St. Rank hold MATX as of Q1 2026.

Concurrent Investment Advisors held 1,280 shares of Matsons worth $210K as of Q1 2026.
Matsons was a new Concurrent Investment Advisors position in Q1 2026.
Matsons made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1721 holding.
394 funds tracked by Wall St. Rank held Matsons as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.