Advisors Preferred’s PLDT PHI Stock Holding History

Advisors Preferred’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	$2.41M	Buy	+137,452	New	+$2.58M	0.26%	67
2026 Q1	–	Sell	-15,366	Closed	-$336K	–	269
2025 Q4	$336K	Buy	+15,366	New	+$315K	0.05%	139
2014 Q4	–	Sell	-1,316	Closed	-$90.8K	–	325
2014 Q3	$90.8K	Buy	+1,316	New	+$95.1K	0.06%	99

Other funds holding PHI

Atlas Capital Advisors Jackson, Wyoming $1.06B AUM 29.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Advisors Preferred's PHI Position: Q3 2026 in Review

Advisors Preferred opened a new position in PLDT (PHI) in Q3 2026: 137,452 shares worth $2.41M. The stake represents 0.26% of the portfolio and ranks #67 among its holdings. This is a return to the name: Advisors Preferred previously reported a position in PHI as recently as Q4 2025.

Advisors Preferred first reported a position in PHI in Q3 2014 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold PHI as of Q3 2026.

Advisors Preferred held 137,452 shares of PLDT worth $2.41M as of Q3 2026.
PLDT was a new Advisors Preferred position in Q3 2026.
PLDT made up 0.26% of Advisors Preferred's portfolio in Q3 2026, its #67 holding.
Advisors Preferred first reported a position in PLDT in Q3 2014 and has held it in 3 quarters since.
44 funds tracked by Wall St. Rank held PLDT as of Q3 2026.

Based on Advisors Preferred's 13F filing for Q3 2026, filed 9 Nov 2026.