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Ballentine Partners’s PLDT PHI Stock Holding History

Ballentine Partners’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 		$336K Buy
15,991
+3,811
+31% +$86.1K ﹤0.01% 685
2025
Q4 		$265K Buy
+12,180
New +$250K ﹤0.01% 775
2025
Q3 		– Sell
-12,769
Closed -$278K – 1054
2025
Q2 		$278K Sell
12,769
-1,731
-12% -$39.1K ﹤0.01% 719
2025
Q1 		$317K Buy
14,500
+52
+0.4% +$1.2K 0.01% 605
2024
Q4 		$320K Buy
14,448
+1,610
+13% +$38.2K 0.01% 573
2024
Q3 		$345K Buy
12,838
+826
+7% +$22K 0.01% 540
2024
Q2 		$295K Sell
12,012
-2,570
-18% -$62K 0.01% 568
2024
Q1 		$360K Buy
14,582
+2,753
+23% +$64.3K 0.01% 486
2023
Q4 		$277K Buy
+11,829
New +$265K 0.01% 523

Other funds holding PHI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Jane Street
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
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