Sunbelt Securities’s Matsons MATX Stock Holding History

Sunbelt Securities’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	$492	Hold	3	–	–	﹤0.01%	2296
2025 Q4	$371	Sell	3 -1	-25%	-$107	﹤0.01%	2294
2025 Q3	$394	Buy	+4	New	+$428	﹤0.01%	2285

Other funds holding MATX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Sunbelt Securities's MATX Position: Q1 2026 in Review

Sunbelt Securities held its Matsons (MATX) position steady in Q1 2026 at 3 shares worth $492. The position accounts for ﹤0.01% of the portfolio, ranked #2296.

Sunbelt Securities 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.

Sunbelt Securities held 3 shares of Matsons worth $492 as of Q1 2026.
Sunbelt Securities left its Matsons share count unchanged in Q1 2026.
Matsons made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2296 holding.
Sunbelt Securities 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 Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.