SBI Securities’s Matrix Service MTRX Stock Holding History

SBI Securities’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
2025 Q1	–	Sell	-40	Closed	-$479	–	4178
2024 Q4	$479	Buy	+40	New	+$490	﹤0.01%	2904

Other funds holding MTRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return

WCM

Westerly Capital Management San Francisco, California $542M AUM 48.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SBI Securities's MTRX Position: Q1 2025 in Review

SBI Securities sold out of Matrix Service (MTRX) in Q1 2025, closing a stake of 40 shares — an estimated $479 sold.

SBI Securities first reported a position in MTRX in Q4 2024 and held it in 1 quarter. The position peaked at $479 in Q4 2024. 122 funds tracked by Wall St. Rank hold MTRX as of Q1 2025.

SBI Securities reported no remaining Matrix Service position as of Q1 2025 after selling out during the quarter.
SBI Securities sold 40 Matrix Service shares in Q1 2025, an estimated $479.
SBI Securities first reported a position in Matrix Service in Q4 2024 and held it in 1 quarter.
SBI Securities's Matrix Service position peaked at $479 in Q4 2024.
122 funds tracked by Wall St. Rank held Matrix Service as of Q1 2025.

Based on SBI Securities's 13F filing for Q1 2025, filed 2 May 2025.