USA FINANCIAL FORMULAS’s Matsons MATX Stock Holding History

USA FINANCIAL FORMULAS’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 Q2	$53.6K	Buy	+279	New	+$50.8K	0.01%	267

Other funds holding MATX

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

USA FINANCIAL FORMULAS's MATX Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Matsons (MATX) in Q2 2026: 279 shares worth $53.6K. The stake represents 0.01% of the portfolio and ranks #267 among its holdings.

148 funds tracked by Wall St. Rank hold MATX as of Q2 2026.

USA FINANCIAL FORMULAS held 279 shares of Matsons worth $53.6K as of Q2 2026.
Matsons was a new USA FINANCIAL FORMULAS position in Q2 2026.
Matsons made up 0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #267 holding.
148 funds tracked by Wall St. Rank held Matsons as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.