Position in WFRD
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$21,091
+$4,806 QoQ
Shares Held
223
+67.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFRD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Matrix Trust Co holds $28,518 across 1 Oil & Gas Equipment & Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAL |
Halliburton Co
|
840 | $28,518 |
All Filings in WFRD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,091 | 223 | Shares | Sole | 2026-04-10 | |
| 2024-06-30 | $16,285 | 133 | Shares | Sole | 2024-07-10 | |
| No filing history on record for this holder in this stock. | ||||||