Banque Cantonale Vaudoise’s PLDT PHI Stock Holding History

Banque Cantonale Vaudoise’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	–	Sell	-385	Closed	-$8K	–	913
2025 Q4	$8K	Hold	385	–	–	﹤0.01%	799
2025 Q3	$7K	Hold	385	–	–	﹤0.01%	795
2025 Q2	$8K	Hold	385	–	–	﹤0.01%	756
2025 Q1	$8K	Buy	+385	New	+$8.9K	﹤0.01%	808
2024 Q3	$20K	Hold	727	–	–	﹤0.01%	695
2024 Q2	$18K	Sell	727 -269	-27%	-$6.5K	﹤0.01%	897
2024 Q1	$25K	Sell	996 -160	-14%	-$3.74K	﹤0.01%	857
2023 Q4	$27K	Hold	1,156	–	–	﹤0.01%	872
2023 Q3	$24K	Hold	1,156	–	–	﹤0.01%	1050
2023 Q2	$27K	Hold	1,156	–	–	﹤0.01%	1045
2023 Q1	$29K	Buy	+1,156	New	+$28.7K	﹤0.01%	1034

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