Richard S. Fuld's Matrix Private Capital Portfolio Shows Significant Quarterly Shifts
Richard S. Fuld's portfolio at Matrix Private Capital Group experienced notable changes in the first quarter of 2026, with substantial increases in certain ETFs and a decrease in select holdings.
As of March 31, 2026, Richard S. Fuld's portfolio at Matrix Private Capital Group totaled $207,422,390. The portfolio allocation saw significant shifts in the first quarter, with notable increases in certain holdings and adjustments in others.
XETYX, Eaton Vance Tax-Managed Dividend Income Fund (XETYX), experienced the most substantial increase, with a 16.39% rise in shares and a portfolio allocation of 5.36%. This position shows strong investor confidence in this fund, which can be explored further at https://www.insiderset.com/investors/stocks/XETYX.
Other significant increases were seen in IEFA (ISHares Core Europe Total Return Fund) with a 4.48% share increase and IJR (ISHares Core Small Cap Value ETF) with a 7.07% increase. Meanwhile, VTV (Vanguard Total Stock Market Index Fund) and VUG (Vanguard Utilities Index Fund) showed modest but positive growth of 0.61% and 1.72% respectively.
Conversely, XLE (SPDR Select Sector Fund for Energy) saw a decrease of 3.46% in shares during the quarter, reflecting a reduction in exposure to the energy sector. This change can be analyzed further at https://www.insiderset.com/investors/stocks/XLE.
Other notable movements include substantial increases in MLPA (Global X MLP ETF) and BINC (BlackRock ETF Trust II), alongside steady growth in VWO (Vanguard FTSE Emerging Markets ETF) and IJR. For a comprehensive view of Mr. Fuld's investment strategy and holdings, visit his profile at https://www.insiderset.com/investor/richard-s-fuld-matrix-private-capital.