Bell Investment Advisors’s PLDT PHI Stock Holding History

Bell Investment Advisors’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	$3.03K	Sell	144 -71	-33%	-$1.6K	﹤0.01%	1166
2025 Q4	$4.67K	Buy	215 +171	+389%	+$3.51K	﹤0.01%	995
2025 Q3	$823	Buy	44 +26	+144%	+$558	﹤0.01%	1614
2025 Q2	$392	Hold	18	–	–	﹤0.01%	1807
2025 Q1	$394	Hold	18	–	–	﹤0.01%	1824
2024 Q4	$399	Hold	18	–	–	﹤0.01%	1833
2024 Q3	$484	Buy	+18	New	+$479	﹤0.01%	1787
2023 Q2	–	Sell	-17	Closed	-$430	–	1974
2023 Q1	$430	Sell	17 -157	-90%	-$3.9K	﹤0.01%	1876
2022 Q4	$3.97K	Sell	174 -4	-2%	-$106	﹤0.01%	929
2022 Q3	$5K	Buy	178 +19	+12%	+$559	﹤0.01%	701
2022 Q2	$5K	Buy	+159	New	+$5.65K	﹤0.01%	727

Other funds holding PHI

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

CGH

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

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

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

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

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

Bell Investment Advisors's PHI Position: Q1 2026 in Review

Bell Investment Advisors reduced its PLDT (PHI) stake by 33% in Q1 2026, selling an estimated $1.6K and leaving 144 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Bell Investment Advisors first reported a position in PHI in Q2 2022 and has held it in 11 quarters since. The position peaked at $5K in Q3 2022. 102 funds tracked by Wall St. Rank hold PHI as of Q1 2026.

Bell Investment Advisors held 144 shares of PLDT worth $3.03K as of Q1 2026.
Bell Investment Advisors sold 71 PLDT shares in Q1 2026, an estimated $1.6K.
PLDT made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1166 holding.
Bell Investment Advisors first reported a position in PLDT in Q2 2022 and has held it in 11 quarters since.
Bell Investment Advisors's PLDT position peaked at $5K in Q3 2022.
102 funds tracked by Wall St. Rank held PLDT as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.