JWA
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JFS Wealth Advisors’s Matsons MATX Stock Holding History

JFS Wealth 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 		$11.3K Buy
59
+7
+13% +$1.28K ﹤0.01% 964
2026
Q1 		$8.53K Buy
52
+3
+6% +$467 ﹤0.01% 1010
2025
Q4 		$6.05K Buy
49
+4
+9% +$430 ﹤0.01% 1162
2025
Q3 		$4.44K Hold
45
– – ﹤0.01% 1165
2025
Q2 		$5.01K Sell
45
-1
-2% -$109 ﹤0.01% 1089
2025
Q1 		$5.9K Hold
46
– – ﹤0.01% 1058
2024
Q4 		$6.2K Hold
46
– – ﹤0.01% 1039
2024
Q3 		$6.56K Buy
46
+2
+5% +$263 ﹤0.01% 1017
2024
Q2 		$5.76K Hold
44
– – ﹤0.01% 1011
2024
Q1 		$4.95K Hold
44
– – ﹤0.01% 1105
2023
Q4 		$4.82K Hold
44
– – ﹤0.01% 1071
2023
Q3 		$3.9K Buy
44
+17
+63% +$1.48K ﹤0.01% 1107
2023
Q2 		$2.1K Buy
27
+9
+50% +$617 ﹤0.01% 1369
2023
Q1 		$1.07K Sell
18
-14
-44% -$902 ﹤0.01% 1564
2022
Q4 		$2K Sell
32
-9
-22% -$595 ﹤0.01% 1371
2022
Q3 		$3K Buy
41
+18
+78% +$1.38K ﹤0.01% 1202
2022
Q2 		$2K Sell
23
-16
-41% -$1.38K ﹤0.01% 1343
2022
Q1 		$5K Buy
39
+23
+144% +$2.32K ﹤0.01% 1046
2021
Q4 		$1K Buy
+16
New +$1.36K ﹤0.01% 1449

Other funds holding MATX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JFS Wealth Advisors's MATX Position: Q2 2026 in Review

JFS Wealth Advisors increased its Matsons (MATX) stake by 13% in Q2 2026, buying an estimated $1.28K and bringing the position to 59 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

JFS Wealth Advisors first reported a position in MATX in Q4 2021 and has held it in 19 quarters since. 426 funds tracked by Wall St. Rank hold MATX as of Q2 2026.

  • JFS Wealth Advisors held 59 shares of Matsons worth $11.3K as of Q2 2026.
  • JFS Wealth Advisors bought 7 Matsons shares in Q2 2026, an estimated $1.28K.
  • Matsons made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #964 holding.
  • JFS Wealth Advisors first reported a position in Matsons in Q4 2021 and has held it in 19 quarters since.
  • 426 funds tracked by Wall St. Rank held Matsons as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.