Quarterly Portfolio Trends for Richard S. Fuld
Richard S. Fuld's portfolio at Matrix Private Capital Group shows significant quarterly changes, with major increases in XLE, XETYX, MLPA, and BINC, while IEFA and IJR allocations decreased.
As of December 31, 2025, Richard S. Fuld's portfolio at Matrix Private Capital Group is valued at $197.15 million. The portfolio includes a diverse range of holdings, with several positions showing notable changes quarter-over-quarter.
Among the top holdings, Eaton Vance Tax-Managed Diversified Income Fund (XETYX) saw a substantial increase in shares, growing by 3.4% quarter-over-quarter. Similarly, MLPA experienced a significant 9.91% increase in shares, while BINC grew by 32.67%. These changes reflect shifting focus within the portfolio.
On the other hand, ISHARES TR (IEFA) allocation decreased by 4.49% quarter-over-quarter, and ISHARES TR (IJR) allocation decreased by 5.39%. These reductions indicate a strategic shift away from certain sectors or asset classes.
For a complete view of Mr. Fuld's investment profile, you can visit his profile on Insiderset: https://www.insiderset.com/investor/richard-s-fuld-matrix-private-capital.