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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 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. 3 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.
3 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.