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SageView Advisory Group’s Matthews International MATW Stock Holding History

SageView Advisory Group’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
-4,500
Closed -$118K – 1672
2025
Q4 		$118K Buy
+4,500
New +$111K ﹤0.01% 782

Other funds holding MATW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SageView Advisory Group's MATW Position: Q1 2026 in Review

SageView Advisory Group sold out of Matthews International (MATW) in Q1 2026, closing a stake of 4,500 shares — an estimated $118K sold.

SageView Advisory Group first reported a position in MATW in Q4 2025 and held it in 1 quarter. The position peaked at $118K in Q4 2025. 169 funds tracked by Wall St. Rank hold MATW as of Q1 2026.

  • SageView Advisory Group reported no remaining Matthews International position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 4,500 Matthews International shares in Q1 2026, an estimated $118K.
  • SageView Advisory Group first reported a position in Matthews International in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Matthews International position peaked at $118K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Matthews International as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.