Root Financial Partners
MTRX icon

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
Q3 		$1.05K Buy
+110
New +$1.24K ﹤0.01% 2928
2026
Q2 		– Sell
-44
Closed -$505 – 2129
2026
Q1 		$505 Buy
+44
New +$524 ﹤0.01% 2862

Other funds holding MTRX

Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Azarias Capital Management
Azarias Capital Management Berwyn, Pennsylvania $168M AUM 10.75% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Money Concepts Capital
Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return

Root Financial Partners's MTRX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Matrix Service (MTRX) in Q3 2026: 110 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #2928 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MTRX as recently as Q1 2026.

Root Financial Partners first reported a position in MTRX in Q1 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold MTRX as of Q3 2026.

  • Root Financial Partners held 110 shares of Matrix Service worth $1.05K as of Q3 2026.
  • Matrix Service was a new Root Financial Partners position in Q3 2026.
  • Matrix Service made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2928 holding.
  • Root Financial Partners first reported a position in Matrix Service in Q1 2026 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held Matrix Service as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.