Allworth Financial’s PLDT PHI Stock Holding History

Allworth Financial’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 Q1	$20.5K	Buy	974 +86	+10%	+$1.94K	﹤0.01%	2991
2025 Q4	$19.3K	Buy	888 +628	+242%	+$12.9K	﹤0.01%	2853
2025 Q3	$4.86K	Sell	260 -336	-56%	-$7.21K	﹤0.01%	3568
2025 Q2	$13K	Buy	596 +245	+70%	+$5.53K	﹤0.01%	2767
2025 Q1	$8.22K	Sell	351 -77	-18%	-$1.78K	﹤0.01%	2509
2024 Q4	$9.63K	Buy	428 +15	+4%	+$356	﹤0.01%	2451
2024 Q3	$11.1K	Hold	413	–	–	﹤0.01%	2213
2024 Q2	$10.6K	Hold	413	–	–	﹤0.01%	2198
2024 Q1	$10.2K	Buy	413 +21	+5%	+$491	﹤0.01%	2103
2023 Q4	$9.19K	Buy	392 +363	+1,252%	+$8.12K	﹤0.01%	2013
2023 Q3	$600	Sell	29 -113	-80%	-$2.48K	﹤0.01%	2999
2023 Q2	$3.32K	Buy	142 +29	+26%	+$653	﹤0.01%	2284
2023 Q1	$2.85K	Buy	113 +37	+49%	+$919	﹤0.01%	2261
2022 Q4	$1.73K	Sell	76 -82	-52%	-$2.17K	﹤0.01%	2291
2022 Q3	$4K	Sell	158 -24	-13%	-$706	﹤0.01%	1958
2022 Q2	$6K	Buy	+182	New	+$6.47K	﹤0.01%	1718

Other funds holding PHI

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return