Financial Consulate’s Matsons MATX Stock Holding History

Financial Consulate’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 Q3	$440	Buy	+2	New	+$434	﹤0.01%	1494

Other funds holding MATX

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Financial Consulate's MATX Position: Q3 2026 in Review

Financial Consulate opened a new position in Matsons (MATX) in Q3 2026: 2 shares worth $440. The stake represents ﹤0.01% of the portfolio and ranks #1494 among its holdings.

85 funds tracked by Wall St. Rank hold MATX as of Q3 2026.

Financial Consulate held 2 shares of Matsons worth $440 as of Q3 2026.
Matsons was a new Financial Consulate position in Q3 2026.
Matsons made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1494 holding.
85 funds tracked by Wall St. Rank held Matsons as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.