Richard S. Fuld's Portfolio Update: March 31, 2026
Richard S. Fuld's Matrix Private Capital Group portfolio held a total value of $207.4 million as of March 31, 2026, with mixed changes in holdings.
As of March 31, 2026, Richard S. Fuld's portfolio at Matrix Private Capital Group was valued at $207.4 million.
Fuld's top holdings include significant stakes in VANGUARD INDEX FDS (VTV), VANGUARD INDEX FDS (VUG), ISHARES TR (IEFA), ISHARES TR (IJH), and Eaton Vance Tax-Managed Diversified Income Fund (XETYX).
Noteworthy increases were seen in ISHARES TR (IEFA), Eaton Vance Tax-Managed Diversified Income Fund (XETYX), ISHARES TR (IJR), GLOBAL X FDS (MLPA), and BLACKROCK ETF TRUST II (BINC), with percentage changes of 4.48%, 16.39%, 7.07%, 12.2%, and 7.06% respectively.
A decrease was noted in SELECT SECTOR SPDR TR (XLE) with a -3.46% change.
Other positions like VANGUARD INDEX FDS (VTV), VANGUARD INDEX FDS (VUG), VANGUARD INTL EQUITY INDEX F (VWO) showed increases of 0.61%, 1.72%, and 10.9% respectively.