RPGK
MATX icon

Retirement Planning Group (Kansas)’s Matsons MATX Stock Holding History

Retirement Planning Group (Kansas)’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 		$309K Buy
1,882
+37
+2% +$5.75K 0.01% 385
2025
Q4 		$228K Buy
+1,845
New +$198K 0.01% 388
2025
Q3 		– Sell
-2,667
Closed -$297K – 414
2025
Q2 		$297K Buy
2,667
+833
+45% +$91.1K 0.01% 263
2025
Q1 		$235K Buy
1,834
+3
+0.2% +$411 0.01% 270
2024
Q4 		$247K Buy
1,831
+3
+0.2% +$437 0.01% 252
2024
Q3 		$261K Buy
1,828
+2
+0.1% +$263 0.01% 241
2024
Q2 		$239K Buy
+1,826
New +$212K 0.02% 218

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

Retirement Planning Group (Kansas)'s MATX Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Matsons (MATX) stake by 2% in Q1 2026, buying an estimated $5.75K and bringing the position to 1,882 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #385.

Retirement Planning Group (Kansas) first reported a position in MATX in Q2 2024 and has held it in 7 quarters since. 394 funds tracked by Wall St. Rank hold MATX as of Q1 2026.

  • Retirement Planning Group (Kansas) held 1,882 shares of Matsons worth $309K as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 37 Matsons shares in Q1 2026, an estimated $5.75K.
  • Matsons made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #385 holding.
  • Retirement Planning Group (Kansas) first reported a position in Matsons in Q2 2024 and has held it in 7 quarters since.
  • 394 funds tracked by Wall St. Rank held Matsons as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.