FFA
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Farther Finance Advisors’s Matrix Service MTRX Stock Holding History

Farther Finance Advisors’s Portfolio MTRX Stock Details MTRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.45K Sell
151
-156
-51% -$1.76K ﹤0.01% 5484
2026
Q2 		$4.21K Buy
307
+49
+19% +$631 ﹤0.01% 4885
2026
Q1 		$3.03K Buy
258
+36
+16% +$429 ﹤0.01% 4733
2025
Q4 		$2.6K Buy
222
+212
+2,120% +$2.66K ﹤0.01% 4590
2025
Q3 		$131 Buy
+10
New +$142 ﹤0.01% 4800
2025
Q2 		– Sell
-104
Closed -$1.3K – 4607
2025
Q1 		$1.3K Buy
+104
New +$1.39K ﹤0.01% 3536

Other funds holding MTRX

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's MTRX Position: Q3 2026 in Review

Farther Finance Advisors reduced its Matrix Service (MTRX) stake by 51% in Q3 2026, selling an estimated $1.76K and leaving 151 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #5484.

Farther Finance Advisors first reported a position in MTRX in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.21K in Q2 2026. 4 funds tracked by Wall St. Rank hold MTRX as of Q3 2026.

  • Farther Finance Advisors held 151 shares of Matrix Service worth $1.45K as of Q3 2026.
  • Farther Finance Advisors sold 156 Matrix Service shares in Q3 2026, an estimated $1.76K.
  • Matrix Service made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5484 holding.
  • Farther Finance Advisors first reported a position in Matrix Service in Q1 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's Matrix Service position peaked at $4.21K in Q2 2026.
  • 4 funds tracked by Wall St. Rank held Matrix Service as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.