Position in MTRX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$652,325
+$105,705 QoQ
Shares Held
47,615
0.0% QoQ
Ownership
0.168%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
#68
of 150 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MTRX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Financial Plan, Inc. holds $652,325 across 1 Engineering & Construction name. MTRX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTRX |
Matrix Service Co
This page
|
47,615 | $652,325 |
All Filings in MTRX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,325 | 47,615 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $546,620 | 47,615 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $557,095 | 47,615 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||