Root Financial Partners, LLC
Position in MATW — Matthews International Corp
CIK 1977181
ENCINITAS, CA
Position in MATW
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,316
New position
Shares Held
51
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Conglomerates
Industrials · as of Mar 31, 2026Root Financial Partners, LLC holds $847,906 across 17 Conglomerates names. MATW ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
1,975 | $468,179 | |
| 2 | MMM |
3M Co
|
2,063 | $299,609 | |
| 3 | VMI |
Valmont Industries Inc
|
79 | $31,566 | |
| 4 | GHC |
Graham Holdings Co
|
21 | $22,202 | |
| 5 | SEB |
Seaboard Corp /De/
|
2 | $11,308 | |
| 6 | OTTR |
Otter Tail Corp
|
79 | $6,933 | |
| 7 | DLX |
Deluxe Corp
|
114 | $3,139 | |
| 8 | MATW |
Matthews International Corp
This page
|
51 | $1,316 |
All Filings in MATW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,316 | 51 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||