BTD
PHR icon

BankPlus Trust Department’s Phreesia PHR Stock Holding History

BankPlus Trust Department’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.8K Sell
6,200
-2,680
-30% -$24.9K 0.01% 255
2026
Q1 		$74.4K Hold
8,880
– – 0.02% 238
2025
Q4 		$150K Hold
8,880
– – 0.04% 192
2025
Q3 		$209K Buy
8,880
+7,977
+883% +$217K 0.06% 166
2025
Q2 		$25.7K Hold
903
– – 0.01% 288
2025
Q1 		$23.1K Sell
903
-446
-33% -$12.1K 0.01% 295
2024
Q4 		$33.9K Buy
+1,349
New +$28.8K 0.01% 256

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BankPlus Trust Department's PHR Position: Q2 2026 in Review

BankPlus Trust Department reduced its Phreesia (PHR) stake by 30% in Q2 2026, selling an estimated $24.9K and leaving 6,200 shares worth $63.8K. The position accounts for 0.01% of the portfolio, ranked #255.

BankPlus Trust Department first reported a position in PHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $209K in Q3 2025. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • BankPlus Trust Department held 6,200 shares of Phreesia worth $63.8K as of Q2 2026.
  • BankPlus Trust Department sold 2,680 Phreesia shares in Q2 2026, an estimated $24.9K.
  • Phreesia made up 0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #255 holding.
  • BankPlus Trust Department first reported a position in Phreesia in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Trust Department's Phreesia position peaked at $209K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.