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William B. Walkup & Associates’s Matsons MATX Stock Holding History

William B. Walkup & Associates’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
Q3 		$3.3K Hold
15
– – ﹤0.01% 157
2026
Q2 		$2.88K Buy
+15
New +$2.73K ﹤0.01% 187

Other funds holding MATX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

William B. Walkup & Associates's MATX Position: Q3 2026 in Review

William B. Walkup & Associates held its Matsons (MATX) position steady in Q3 2026 at 15 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #157.

William B. Walkup & Associates first reported a position in MATX in Q2 2026 and has held it in 2 quarters since. 256 funds tracked by Wall St. Rank hold MATX as of Q3 2026.

  • William B. Walkup & Associates held 15 shares of Matsons worth $3.3K as of Q3 2026.
  • William B. Walkup & Associates left its Matsons share count unchanged in Q3 2026.
  • Matsons made up ﹤0.01% of William B. Walkup & Associates's portfolio in Q3 2026, its #157 holding.
  • William B. Walkup & Associates first reported a position in Matsons in Q2 2026 and has held it in 2 quarters since.
  • 256 funds tracked by Wall St. Rank held Matsons as of Q3 2026.

Based on William B. Walkup & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.