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IFP Advisors’s Matrix Service MTRX Stock Holding History

IFP 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
Q2 		$8.44K Buy
616
+592
+2,467% +$7.63K ﹤0.01% 3502
2026
Q1 		$276 Sell
24
-8
-25% -$95 ﹤0.01% 4554
2025
Q4 		$374 Buy
32
+9
+39% +$113 ﹤0.01% 4348
2025
Q3 		$301 Buy
+23
New +$327 ﹤0.01% 4305
2025
Q2 		– Sell
-1
Closed -$12 – 4177
2025
Q1 		$12 Hold
1
– – ﹤0.01% 4217
2024
Q4 		$12 Buy
+1
New +$12 ﹤0.01% 4518
2019
Q1 		$0 Hold
16
– – ﹤0.01% 3021
2018
Q4 		$0 Hold
16
– – ﹤0.01% 3743
2018
Q3 		$0 Hold
16
– – ﹤0.01% 3940
2018
Q2 		$0 Sell
16
-101
-86% -$1.75K ﹤0.01% 3990
2018
Q1 		$2K Hold
117
– – ﹤0.01% 3517
2017
Q4 		$2K Sell
117
-600
-84% -$9.43K ﹤0.01% 3568
2017
Q3 		$11K Hold
717
– – ﹤0.01% 2964
2017
Q2 		$7K Sell
717
-221
-24% -$2.48K ﹤0.01% 3231
2017
Q1 		$15K Sell
938
-3
-0.3% -$56 ﹤0.01% 2679
2016
Q4 		$21K Sell
941
-26
-3% -$518 ﹤0.01% 2428
2016
Q3 		$18K Buy
967
+30
+3% +$525 ﹤0.01% 2468
2016
Q2 		$15K Buy
937
+921
+5,756% +$15.5K ﹤0.01% 2539
2016
Q1 		$0 Sell
16
-223
-93% -$4.03K ﹤0.01% 3014
2015
Q4 		$5K Buy
+239
New +$5.36K ﹤0.01% 2971

Other funds holding MTRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IFP Advisors's MTRX Position: Q2 2026 in Review

IFP Advisors increased its Matrix Service (MTRX) stake by 2,467% in Q2 2026, buying an estimated $7.63K and bringing the position to 616 shares worth $8.44K. The position accounts for ﹤0.01% of the portfolio, ranked #3502.

IFP Advisors first reported a position in MTRX in Q4 2015 and has held it in 20 quarters since. The position peaked at $21K in Q4 2016. 150 funds tracked by Wall St. Rank hold MTRX as of Q2 2026.

  • IFP Advisors held 616 shares of Matrix Service worth $8.44K as of Q2 2026.
  • IFP Advisors bought 592 Matrix Service shares in Q2 2026, an estimated $7.63K.
  • Matrix Service made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3502 holding.
  • IFP Advisors first reported a position in Matrix Service in Q4 2015 and has held it in 20 quarters since.
  • IFP Advisors's Matrix Service position peaked at $21K in Q4 2016.
  • 150 funds tracked by Wall St. Rank held Matrix Service as of Q2 2026.

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