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IFP Advisors’s Matsons MATX Stock Holding History

IFP 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
Q2 		$69.8K Sell
363
-61
-14% -$11.1K ﹤0.01% 2196
2026
Q1 		$69.5K Sell
424
-40
-9% -$6.22K ﹤0.01% 2070
2025
Q4 		$57.3K Sell
464
-29
-6% -$3.12K ﹤0.01% 2116
2025
Q3 		$48.6K Buy
493
+51
+12% +$5.45K ﹤0.01% 2089
2025
Q2 		$49.5K Buy
442
+132
+43% +$14.4K ﹤0.01% 2059
2025
Q1 		$39.8K Buy
310
+12
+4% +$1.65K ﹤0.01% 1994
2024
Q4 		$40.2K Buy
+298
New +$43.4K ﹤0.01% 1930
2024
Q1 		– Sell
-1
Closed -$85 – 3191
2023
Q4 		$85 Sell
1
-62
-98% -$5.89K ﹤0.01% 2978
2023
Q3 		$5.55K Buy
63
+1
+2% +$87 ﹤0.01% 2467
2023
Q2 		$4.84K Hold
62
– – ﹤0.01% 2558
2023
Q1 		$2.13K Sell
62
-36
-37% -$2.32K ﹤0.01% 2878
2022
Q4 		$18K Sell
98
-76
-44% -$5.02K ﹤0.01% 2976
2022
Q3 		$23K Hold
174
– – ﹤0.01% 2959
2022
Q2 		$23K Hold
174
– – ﹤0.01% 2721
2022
Q1 		$23K Buy
174
+113
+185% +$11.4K ﹤0.01% 2721
2021
Q4 		$5K Hold
61
– – ﹤0.01% 2493
2021
Q3 		$5K Buy
61
+1
+2% +$74 ﹤0.01% 2559
2021
Q2 		$4K Hold
60
– – ﹤0.01% 2555
2021
Q1 		$4K Sell
60
-1,094
-95% -$74.9K ﹤0.01% 2483
2020
Q4 		$65K Hold
1,154
– – ﹤0.01% 1331
2020
Q3 		$46K Sell
1,154
-36
-3% -$1.36K ﹤0.01% 1319
2020
Q2 		$35K Hold
1,190
– – ﹤0.01% 1360
2020
Q1 		$39K Hold
1,190
– – ﹤0.01% 1233
2019
Q4 		$50K Sell
1,190
-16
-1% -$610 ﹤0.01% 1251
2019
Q3 		$45K Buy
+1,206
New +$45.8K ﹤0.01% 1414
2019
Q1 		– Sell
-2,274
Closed -$73K – 2971
2018
Q4 		$73K Sell
2,274
-17
-0.7% -$629 ﹤0.01% 1378
2018
Q3 		$91K Sell
2,291
-46
-2% -$1.7K ﹤0.01% 1538
2018
Q2 		$90K Buy
2,337
+881
+61% +$29.2K ﹤0.01% 1539
2018
Q1 		$43K Hold
1,456
– – ﹤0.01% 1909
2017
Q4 		$43K Sell
1,456
-142
-9% -$4.01K ﹤0.01% 1930
2017
Q3 		$45K Sell
1,598
-67
-4% -$1.87K ﹤0.01% 2056
2017
Q2 		$50K Buy
1,665
+10
+0.6% +$306 ﹤0.01% 1975
2017
Q1 		$53K Sell
1,655
-82
-5% -$2.82K ﹤0.01% 1888
2016
Q4 		$61K Buy
1,737
+17
+1% +$655 ﹤0.01% 1757
2016
Q3 		$69K Buy
1,720
+29
+2% +$1.07K ﹤0.01% 1605
2016
Q2 		$55K Buy
+1,691
New +$58.5K ﹤0.01% 1715
2016
Q1 		– Sell
-1,713
Closed -$73K – 2964
2015
Q4 		$73K Buy
+1,713
New +$79.9K ﹤0.01% 1360

Other funds holding MATX

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

IFP Advisors's MATX Position: Q2 2026 in Review

IFP Advisors reduced its Matsons (MATX) stake by 14% in Q2 2026, selling an estimated $11.1K and leaving 363 shares worth $69.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2196.

IFP Advisors first reported a position in MATX in Q4 2015 and has held it in 37 quarters since. The position peaked at $91K in Q3 2018. 53 funds tracked by Wall St. Rank hold MATX as of Q2 2026.

  • IFP Advisors held 363 shares of Matsons worth $69.8K as of Q2 2026.
  • IFP Advisors sold 61 Matsons shares in Q2 2026, an estimated $11.1K.
  • Matsons made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2196 holding.
  • IFP Advisors first reported a position in Matsons in Q4 2015 and has held it in 37 quarters since.
  • IFP Advisors's Matsons position peaked at $91K in Q3 2018.
  • 53 funds tracked by Wall St. Rank held Matsons as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.