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SVB Wealth’s Matsons MATX Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-108
Closed -$13.8K – 1146
2025
Q1 		$13.8K Buy
+108
New +$14.8K ﹤0.01% 819

Other funds holding MATX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SVB Wealth's MATX Position: Q2 2025 in Review

SVB Wealth sold out of Matsons (MATX) in Q2 2025, closing a stake of 108 shares — an estimated $13.8K sold.

SVB Wealth first reported a position in MATX in Q1 2025 and held it in 1 quarter. The position peaked at $13.8K in Q1 2025. 392 funds tracked by Wall St. Rank hold MATX as of Q2 2025.

  • SVB Wealth reported no remaining Matsons position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 108 Matsons shares in Q2 2025, an estimated $13.8K.
  • SVB Wealth first reported a position in Matsons in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Matsons position peaked at $13.8K in Q1 2025.
  • 392 funds tracked by Wall St. Rank held Matsons as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.