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Equitable Trust’s Matthews International MATW Stock Holding History

Equitable Trust’s Portfolio MATW Stock Details MATW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.57M Buy
81,675
+22,770
+39% +$537K 0.07% 183
2026
Q2 		$1.59M Buy
58,905
+28,470
+94% +$765K 0.07% 188
2026
Q1 		$786K Buy
30,435
+1,390
+5% +$36.4K 0.04% 254
2025
Q4 		$759K Buy
29,045
+20,070
+224% +$493K 0.03% 268
2025
Q3 		$218K Buy
+8,975
New +$220K 0.01% 427

Other funds holding MATW

NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Equitable Trust's MATW Position: Q3 2026 in Review

Equitable Trust increased its Matthews International (MATW) stake by 39% in Q3 2026, buying an estimated $537K and bringing the position to 81,675 shares worth $1.57M. The position accounts for 0.07% of the portfolio, ranked #183.

Equitable Trust first reported a position in MATW in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.59M in Q2 2026. 14 funds tracked by Wall St. Rank hold MATW as of Q3 2026.

  • Equitable Trust held 81,675 shares of Matthews International worth $1.57M as of Q3 2026.
  • Equitable Trust bought 22,770 Matthews International shares in Q3 2026, an estimated $537K.
  • Matthews International made up 0.07% of Equitable Trust's portfolio in Q3 2026, its #183 holding.
  • Equitable Trust first reported a position in Matthews International in Q3 2025 and has held it in 5 quarters since.
  • Equitable Trust's Matthews International position peaked at $1.59M in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Matthews International as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.