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Financial Plan Inc’s Matrix Service MTRX Stock Holding History

Financial Plan Inc’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
Q1 		$547K Hold
47,615
– – 0.06% 58
2025
Q4 		$557K Buy
+47,615
New +$598K 0.06% 56

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ACM
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Geode Capital Management
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Financial Plan Inc's MTRX Position: Q1 2026 in Review

Financial Plan Inc held its Matrix Service (MTRX) position steady in Q1 2026 at 47,615 shares worth $547K. The position accounts for 0.06% of the portfolio, ranked #58.

Financial Plan Inc first reported a position in MTRX in Q4 2025 and has held it in 2 quarters since. The position peaked at $557K in Q4 2025. 144 funds tracked by Wall St. Rank hold MTRX as of Q1 2026.

  • Financial Plan Inc held 47,615 shares of Matrix Service worth $547K as of Q1 2026.
  • Financial Plan Inc left its Matrix Service share count unchanged in Q1 2026.
  • Matrix Service made up 0.06% of Financial Plan Inc's portfolio in Q1 2026, its #58 holding.
  • Financial Plan Inc first reported a position in Matrix Service in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's Matrix Service position peaked at $557K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Matrix Service as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.