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Root Financial Partners’s Matthews International MATW Stock Holding History

Root Financial Partners’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 		$1.32K Buy
+51
New +$1.34K ﹤0.01% 2486

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

Root Financial Partners's MATW Position: Q1 2026 in Review

Root Financial Partners opened a new position in Matthews International (MATW) in Q1 2026: 51 shares worth $1.32K. The stake represents ﹤0.01% of the portfolio and ranks #2486 among its holdings.

169 funds tracked by Wall St. Rank hold MATW as of Q1 2026.

  • Root Financial Partners held 51 shares of Matthews International worth $1.32K as of Q1 2026.
  • Matthews International was a new Root Financial Partners position in Q1 2026.
  • Matthews International made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2486 holding.
  • 169 funds tracked by Wall St. Rank held Matthews International as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.