IFP Advisors’s Matthews International MATW Stock Holding History

IFP Advisors’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	$211	Hold	11	–	–	﹤0.01%	4861
2026 Q2	$296	Hold	11	–	–	﹤0.01%	4785
2026 Q1	$284	Hold	11	–	–	﹤0.01%	4549
2025 Q4	$287	Hold	11	–	–	﹤0.01%	4417
2025 Q3	$267	Buy	+11	New	+$270	﹤0.01%	4330
2025 Q2	–	Hold	0	–	–	–	3730
2025 Q1	–	Hold	0	–	–	–	3883
2024 Q4	–	Hold	0	–	–	–	3993
2023 Q1	–	Sell	-603	Closed	-$33K	–	4008
2022 Q4	$33K	Sell	603 -262	-30%	-$7.33K	﹤0.01%	2529
2022 Q3	$48K	Buy	865 +344	+66%	+$8.95K	﹤0.01%	2396
2022 Q2	$33K	Hold	521	–	–	﹤0.01%	2462
2022 Q1	$33K	Buy	521 +362	+228%	+$12.4K	﹤0.01%	2462
2021 Q4	$6K	Hold	159	–	–	﹤0.01%	2422
2021 Q3	$6K	Hold	159	–	–	﹤0.01%	2494
2021 Q2	$6K	Hold	159	–	–	﹤0.01%	2407
2021 Q1	$6K	Sell	159 -195	-55%	-$6.86K	﹤0.01%	2350
2020 Q4	$11K	Hold	354	–	–	﹤0.01%	2041
2020 Q3	$8K	Hold	354	–	–	﹤0.01%	1995
2020 Q2	$7K	Hold	354	–	–	﹤0.01%	1952
2020 Q1	$8K	Buy	+354	New	+$11.3K	﹤0.01%	1879
2019 Q1	–	Sell	-6	Closed	–	–	2970
2018 Q4	$0	Sell	6 -58	-91%	-$2.47K	﹤0.01%	3730
2018 Q3	$3K	Hold	64	–	–	﹤0.01%	3427
2018 Q2	$4K	Buy	64 +58	+967%	+$3.1K	﹤0.01%	3372
2018 Q1	$0	Hold	6	–	–	﹤0.01%	3793
2017 Q4	$0	Sell	6 -70	-92%	-$4.08K	﹤0.01%	3976
2017 Q3	$5K	Buy	76 +6	+9%	+$374	﹤0.01%	3403
2017 Q2	$4K	Hold	70	–	–	﹤0.01%	3511
2017 Q1	$5K	Hold	70	–	–	﹤0.01%	3303
2016 Q4	$5K	Hold	70	–	–	﹤0.01%	3304
2016 Q3	$4K	Buy	70 +64	+1,067%	+$3.85K	﹤0.01%	3338
2016 Q2	$0	Buy	+6	New	+$316	﹤0.01%	3967

Other funds holding MATW

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

IFP Advisors's MATW Position: Q3 2026 in Review

IFP Advisors held its Matthews International (MATW) position steady in Q3 2026 at 11 shares worth $211. The position accounts for ﹤0.01% of the portfolio, ranked #4861.

IFP Advisors first reported a position in MATW in Q2 2016 and has held it in 28 quarters since. The position peaked at $48K in Q3 2022. 14 funds tracked by Wall St. Rank hold MATW as of Q3 2026.

IFP Advisors held 11 shares of Matthews International worth $211 as of Q3 2026.
IFP Advisors left its Matthews International share count unchanged in Q3 2026.
Matthews International made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4861 holding.
IFP Advisors first reported a position in Matthews International in Q2 2016 and has held it in 28 quarters since.
IFP Advisors's Matthews International position peaked at $48K in Q3 2022.
14 funds tracked by Wall St. Rank held Matthews International as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.