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Sunbelt Securities’s Matrix Service MTRX Stock Holding History

Sunbelt 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
2026
Q1 		$69 Sell
6
-6
-50% -$71 ﹤0.01% 2719
2025
Q4 		$140 Sell
12
-12
-50% -$151 ﹤0.01% 2482
2025
Q3 		$314 Buy
+24
New +$341 ﹤0.01% 2339

Other funds holding MTRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WCM
Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sunbelt Securities's MTRX Position: Q1 2026 in Review

Sunbelt Securities reduced its Matrix Service (MTRX) stake by 50% in Q1 2026, selling an estimated $71 and leaving 6 shares worth $69. The position accounts for ﹤0.01% of the portfolio, ranked #2719.

Sunbelt Securities first reported a position in MTRX in Q3 2025 and has held it in 3 quarters since. The position peaked at $314 in Q3 2025. 144 funds tracked by Wall St. Rank hold MTRX as of Q1 2026.

  • Sunbelt Securities held 6 shares of Matrix Service worth $69 as of Q1 2026.
  • Sunbelt Securities sold 6 Matrix Service shares in Q1 2026, an estimated $71.
  • Matrix Service made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2719 holding.
  • Sunbelt Securities first reported a position in Matrix Service in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Matrix Service position peaked at $314 in Q3 2025.
  • 144 funds tracked by Wall St. Rank held Matrix Service as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.