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Phoenix Financial’s Matthews International MATW Stock Holding History

Phoenix Financial’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
2023
Q3 		– Sell
-1,702,909
Closed -$72.6M – 347
2023
Q2 		$72.6M Buy
+1,702,909
New +$66M 1.48% 21

Other funds holding MATW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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
BCG
Barington Capital Group New York $123M AUM 41.55% 1-Year Est. Return

Phoenix Financial's MATW Position: Q1 2026 in Review

Phoenix Financial increased its Matthews International (MATW) stake by 10,115% in Q1 2026, buying an estimated $38M and bringing the position to 1,465,173 shares worth $37.8M. The position accounts for 0.36% of the portfolio, ranked #52.

Phoenix Financial first reported a position in MATW in Q3 2020 and has held it in 23 quarters since. The position peaked at $66.4M in Q4 2023. 169 funds tracked by Wall St. Rank hold MATW as of Q1 2026.

  • Phoenix Financial held 1,465,173 shares of Matthews International worth $37.8M as of Q1 2026.
  • Phoenix Financial bought 1,450,829 Matthews International shares in Q1 2026, an estimated $38M.
  • Matthews International made up 0.36% of Phoenix Financial's portfolio in Q1 2026, its #52 holding.
  • Phoenix Financial first reported a position in Matthews International in Q3 2020 and has held it in 23 quarters since.
  • Phoenix Financial's Matthews International position peaked at $66.4M in Q4 2023.
  • 169 funds tracked by Wall St. Rank held Matthews International as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.