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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
Q2 		$40.6K Buy
211
+20
+10% +$3.65K ﹤0.01% 1615
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 $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

Larson Financial Group's MATX Position: Q2 2026 in Review

Larson Financial Group increased its Matsons (MATX) stake by 10% in Q2 2026, buying an estimated $3.65K and bringing the position to 211 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

Larson Financial Group first reported a position in MATX in Q2 2024 and has held it in 9 quarters since. 428 funds tracked by Wall St. Rank hold MATX as of Q2 2026.

  • Larson Financial Group held 211 shares of Matsons worth $40.6K as of Q2 2026.
  • Larson Financial Group bought 20 Matsons shares in Q2 2026, an estimated $3.65K.
  • Matsons made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1615 holding.
  • Larson Financial Group first reported a position in Matsons in Q2 2024 and has held it in 9 quarters since.
  • 428 funds tracked by Wall St. Rank held Matsons as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.