KAS
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Kestra Advisory Services’s Matthews International MATW Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-9,397
Closed -$245K – 3861
2025
Q4 		$245K Buy
+9,397
New +$231K ﹤0.01% 2712

Other funds holding MATW

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VPM
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Kestra Advisory Services's MATW Position: Q1 2026 in Review

Kestra Advisory Services sold out of Matthews International (MATW) in Q1 2026, closing a stake of 9,397 shares — an estimated $245K sold.

Kestra Advisory Services first reported a position in MATW in Q4 2025 and held it in 1 quarter. The position peaked at $245K in Q4 2025. 169 funds tracked by Wall St. Rank hold MATW as of Q1 2026.

  • Kestra Advisory Services reported no remaining Matthews International position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 9,397 Matthews International shares in Q1 2026, an estimated $245K.
  • Kestra Advisory Services first reported a position in Matthews International in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Matthews International position peaked at $245K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Matthews International as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.