MCF Advisors
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MCF Advisors’s Matsons MATX Stock Holding History

MCF 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
Q3 		– Sell
-97
Closed -$18.6K – 942
2026
Q2 		$18.6K Hold
97
– – ﹤0.01% 915
2026
Q1 		$15.9K Buy
+97
New +$15.1K ﹤0.01% 871
2024
Q1 		– Sell
-31
Closed -$3.4K – 1009
2023
Q4 		$3.4K Buy
+31
New +$2.94K ﹤0.01% 722

Other funds holding MATX

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

MCF Advisors's MATX Position: Q3 2026 in Review

MCF Advisors sold out of Matsons (MATX) in Q3 2026, closing a stake of 97 shares — an estimated $18.6K sold.

MCF Advisors first reported a position in MATX in Q4 2023 and held it in 3 quarters. The position peaked at $18.6K in Q2 2026. 157 funds tracked by Wall St. Rank hold MATX as of Q3 2026.

  • MCF Advisors reported no remaining Matsons position as of Q3 2026 after selling out during the quarter.
  • MCF Advisors sold 97 Matsons shares in Q3 2026, an estimated $18.6K.
  • MCF Advisors first reported a position in Matsons in Q4 2023 and held it in 3 quarters.
  • MCF Advisors's Matsons position peaked at $18.6K in Q2 2026.
  • 157 funds tracked by Wall St. Rank held Matsons as of Q3 2026.

Based on MCF Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.