James T. Borello
MATX icon

James T. Borello’s Matsons MATX Stock Holding History

James T. Borello’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 		$7.91K Hold
36
– – ﹤0.01% 665
2026
Q2 		$6.92K Buy
36
+1
+3% +$182 ﹤0.01% 697
2026
Q1 		$5.74K Hold
35
– – ﹤0.01% 712
2025
Q4 		$4.32K Buy
+35
New +$3.76K ﹤0.01% 605

Other funds holding MATX

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
CKW Financial Group
CKW Financial Group Honolulu, Hawaii $1.03B AUM 14.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

James T. Borello's MATX Position: Q3 2026 in Review

James T. Borello held its Matsons (MATX) position steady in Q3 2026 at 36 shares worth $7.91K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

James T. Borello first reported a position in MATX in Q4 2025 and has held it in 4 quarters since. 132 funds tracked by Wall St. Rank hold MATX as of Q3 2026.

  • James T. Borello held 36 shares of Matsons worth $7.91K as of Q3 2026.
  • James T. Borello left its Matsons share count unchanged in Q3 2026.
  • Matsons made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #665 holding.
  • James T. Borello first reported a position in Matsons in Q4 2025 and has held it in 4 quarters since.
  • 132 funds tracked by Wall St. Rank held Matsons as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.