Matrix Trust Company’s Life360 LIF Stock Holding History

Matrix Trust Company’s Portfolio LIF Stock Details LIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-150	Closed	-$10K	–	257
2025 Q4	$10K	Buy	150 +2	+1%	+$166	﹤0.01%	213
2025 Q3	$16K	Buy	+148	New	+$12.5K	﹤0.01%	212

Other funds holding LIF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Matrix Trust Company's LIF Position: Q1 2026 in Review

Matrix Trust Company sold out of Life360 (LIF) in Q1 2026, closing a stake of 150 shares — an estimated $10K sold.

Matrix Trust Company first reported a position in LIF in Q3 2025 and held it in 2 quarters. The position peaked at $16K in Q3 2025. 193 funds tracked by Wall St. Rank hold LIF as of Q1 2026.

Matrix Trust Company reported no remaining Life360 position as of Q1 2026 after selling out during the quarter.
Matrix Trust Company sold 150 Life360 shares in Q1 2026, an estimated $10K.
Matrix Trust Company first reported a position in Life360 in Q3 2025 and held it in 2 quarters.
Matrix Trust Company's Life360 position peaked at $16K in Q3 2025.
193 funds tracked by Wall St. Rank held Life360 as of Q1 2026.

Based on Matrix Trust Company's 13F filing for Q1 2026, filed 10 Apr 2026.