Position in MATX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$413,871
+$67,466 QoQ
Shares Held
2,153
+1.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 113 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MATX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $1,129,074 across 3 Marine Shipping names. MATX ranks #2 (36.7% of the industry book) .
All Filings in MATX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,871 | 2,153 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $346,405 | 2,113 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $375,592 | 3,040 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $218,475 | 2,216 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $206,554 | 1,855 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $239,806 | 1,871 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $284,647 | 2,111 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $308,059 | 2,160 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $291,015 | 2,222 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $247,392 | 2,201 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $580,332 | 5,295 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||