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Pinnacle Wealth Planning Services’s Matthews International MATW Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$18.6K Buy
690
+23
+3% +$618 ﹤0.01% 1814
2026
Q1 		$17.2K Buy
667
+23
+4% +$603 ﹤0.01% 1773
2025
Q4 		$16.8K Buy
+644
New +$15.8K ﹤0.01% 1797

Other funds holding MATW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

Pinnacle Wealth Planning Services's MATW Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Matthews International (MATW) stake by 3.4% in Q2 2026, buying an estimated $618 and bringing the position to 690 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

Pinnacle Wealth Planning Services first reported a position in MATW in Q4 2025 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold MATW as of Q2 2026.

  • Pinnacle Wealth Planning Services held 690 shares of Matthews International worth $18.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 23 Matthews International shares in Q2 2026, an estimated $618.
  • Matthews International made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1814 holding.
  • Pinnacle Wealth Planning Services first reported a position in Matthews International in Q4 2025 and has held it in 3 quarters since.
  • 179 funds tracked by Wall St. Rank held Matthews International as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.