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Root Financial Partners’s Matrix Service MTRX Stock Holding History

Root Financial Partners’s Portfolio MTRX Stock Details MTRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-44
Closed -$505 – 2129
2026
Q1 		$505 Buy
+44
New +$524 ﹤0.01% 2862

Other funds holding MTRX

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CSP
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SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Root Financial Partners's MTRX Position: Q2 2026 in Review

Root Financial Partners sold out of Matrix Service (MTRX) in Q2 2026, closing a stake of 44 shares — an estimated $505 sold.

Root Financial Partners first reported a position in MTRX in Q1 2026 and held it in 1 quarter. The position peaked at $505 in Q1 2026. 21 funds tracked by Wall St. Rank hold MTRX as of Q2 2026.

  • Root Financial Partners reported no remaining Matrix Service position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 44 Matrix Service shares in Q2 2026, an estimated $505.
  • Root Financial Partners first reported a position in Matrix Service in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Matrix Service position peaked at $505 in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Matrix Service as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.