Planning Strategies Inc.’s Matador Resources MTDR Stock Holding History

Planning Strategies Inc.’s Portfolio MTDR Stock Details MTDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$697	Buy	+14	New	+$796	﹤0.01%	805

Other funds holding MTDR

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Retirement Systems of Alabama

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Planning Strategies Inc.'s MTDR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Matador Resources (MTDR) in Q2 2026: 14 shares worth $697. The stake represents ﹤0.01% of the portfolio and ranks #805 among its holdings.

116 funds tracked by Wall St. Rank hold MTDR as of Q2 2026.

Planning Strategies Inc. held 14 shares of Matador Resources worth $697 as of Q2 2026.
Matador Resources was a new Planning Strategies Inc. position in Q2 2026.
Matador Resources made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #805 holding.
116 funds tracked by Wall St. Rank held Matador Resources as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.