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Root Financial Partners’s Matsons MATX Stock Holding History

Root Financial Partners’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 		$29.7K Buy
181
+50
+38% +$7.78K ﹤0.01% 1124
2025
Q4 		$16.2K Buy
131
+26
+25% +$2.79K ﹤0.01% 1280
2025
Q3 		$10.4K Buy
+105
New +$11.2K ﹤0.01% 1440

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

Root Financial Partners's MATX Position: Q1 2026 in Review

Root Financial Partners increased its Matsons (MATX) stake by 38% in Q1 2026, buying an estimated $7.78K and bringing the position to 181 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Root Financial Partners first reported a position in MATX in Q3 2025 and has held it in 3 quarters since. 394 funds tracked by Wall St. Rank hold MATX as of Q1 2026.

  • Root Financial Partners held 181 shares of Matsons worth $29.7K as of Q1 2026.
  • Root Financial Partners bought 50 Matsons shares in Q1 2026, an estimated $7.78K.
  • Matsons made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1124 holding.
  • Root Financial Partners first reported a position in Matsons in Q3 2025 and has held it in 3 quarters since.
  • 394 funds tracked by Wall St. Rank held Matsons as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.