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Superior Planning, LLC’s PLDT PHI Stock Holding History

Superior Planning, LLC’s Portfolio PHI Stock Details PHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.5K Buy
+701
New +$13.1K 0.01% 850

Other funds holding PHI

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Atlas Capital Advisors
Atlas Capital Advisors Jackson, Wyoming $1.06B AUM 29.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Advisors Preferred
Advisors Preferred Rockville, Maryland $915M AUM 24.21% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's PHI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in PLDT (PHI) in Q3 2026: 701 shares worth $12.5K. The stake represents 0.01% of the portfolio and ranks #850 among its holdings.

66 funds tracked by Wall St. Rank hold PHI as of Q3 2026.

  • Superior Planning, LLC held 701 shares of PLDT worth $12.5K as of Q3 2026.
  • PLDT was a new Superior Planning, LLC position in Q3 2026.
  • PLDT made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #850 holding.
  • 66 funds tracked by Wall St. Rank held PLDT as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.