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Larson Financial Group’s Matsons MATX Stock Holding History

Larson Financial Group’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
Q1 		$31.3K Sell
191
-121
-39% -$18.8K ﹤0.01% 1606
2025
Q4 		$38.5K Buy
312
+311
+31,100% +$33.4K ﹤0.01% 1377
2025
Q3 		$105 Sell
1
-4
-80% -$428 ﹤0.01% 3325
2025
Q2 		$557 Sell
5
-1
-17% -$109 ﹤0.01% 2831
2025
Q1 		$769 Hold
6
– – ﹤0.01% 2460
2024
Q4 		$809 Hold
6
– – ﹤0.01% 2087
2024
Q3 		$856 Hold
6
– – ﹤0.01% 2018
2024
Q2 		$786 Buy
+6
New +$698 ﹤0.01% 1754

Other funds holding MATX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Larson Financial Group's MATX Position: Q1 2026 in Review

Larson Financial Group reduced its Matsons (MATX) stake by 39% in Q1 2026, selling an estimated $18.8K and leaving 191 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

Larson Financial Group first reported a position in MATX in Q2 2024 and has held it in 8 quarters since. The position peaked at $38.5K in Q4 2025. 394 funds tracked by Wall St. Rank hold MATX as of Q1 2026.

  • Larson Financial Group held 191 shares of Matsons worth $31.3K as of Q1 2026.
  • Larson Financial Group sold 121 Matsons shares in Q1 2026, an estimated $18.8K.
  • Matsons made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1606 holding.
  • Larson Financial Group first reported a position in Matsons in Q2 2024 and has held it in 8 quarters since.
  • Larson Financial Group's Matsons position peaked at $38.5K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held Matsons as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.