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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
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 $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
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

Pinnacle Wealth Planning Services's MATW Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Matthews International (MATW) stake by 3.6% in Q1 2026, buying an estimated $603 and bringing the position to 667 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

Pinnacle Wealth Planning Services first reported a position in MATW in Q4 2025 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold MATW as of Q1 2026.

  • Pinnacle Wealth Planning Services held 667 shares of Matthews International worth $17.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 23 Matthews International shares in Q1 2026, an estimated $603.
  • Matthews International made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1773 holding.
  • Pinnacle Wealth Planning Services first reported a position in Matthews International in Q4 2025 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held Matthews International as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.