Blue Trust Inc
PHI icon

Blue Trust Inc’s PLDT PHI Stock Holding History

Blue Trust Inc’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
Q3 		$85.1K Sell
4,783
-1,104
-19% -$20.7K ﹤0.01% 1055
2026
Q2 		$103K Sell
5,887
-132
-2% -$2.55K ﹤0.01% 1033
2026
Q1 		$127K Sell
6,019
-6,508
-52% -$147K ﹤0.01% 928
2025
Q4 		$272K Buy
12,527
+4,692
+60% +$96.3K ﹤0.01% 686
2025
Q3 		$147K Sell
7,835
-695
-8% -$14.9K ﹤0.01% 922
2025
Q2 		$186K Sell
8,530
-1,740
-17% -$39.3K ﹤0.01% 796
2025
Q1 		$225K Buy
10,270
+1,515
+17% +$35K ﹤0.01% 661
2024
Q4 		$194K Sell
8,755
-5,128
-37% -$122K ﹤0.01% 671
2024
Q3 		$341K Buy
13,883
+9,174
+195% +$244K ﹤0.01% 623
2024
Q2 		$116K Buy
4,709
+3,753
+393% +$90.6K ﹤0.01% 910
2024
Q1 		$23.6K Sell
956
-755
-44% -$17.6K ﹤0.01% 1170
2023
Q4 		$35K Buy
1,711
+1,274
+292% +$28.5K ﹤0.01% 1073
2023
Q3 		$10K Buy
437
+99
+29% +$2.17K ﹤0.01% 1415
2023
Q2 		$8K Sell
338
-3,245
-91% -$73.1K ﹤0.01% 1388
2023
Q1 		$82K Buy
3,583
+1,503
+72% +$37.4K ﹤0.01% 840
2022
Q4 		$52K Buy
2,080
+380
+22% +$10K ﹤0.01% 897
2022
Q3 		$52K Buy
1,700
+1,476
+659% +$43.4K ﹤0.01% 736
2022
Q2 		$8K Buy
+224
New +$7.96K ﹤0.01% 1291

Other funds holding PHI

Atlas Capital Advisors
Atlas Capital Advisors Jackson, Wyoming $1.06B AUM 29.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Advisors Preferred
Advisors Preferred Rockville, Maryland $915M AUM 24.21% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Blue Trust Inc's PHI Position: Q3 2026 in Review

Blue Trust Inc reduced its PLDT (PHI) stake by 19% in Q3 2026, selling an estimated $20.7K and leaving 4,783 shares worth $85.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

Blue Trust Inc first reported a position in PHI in Q2 2022 and has held it in 18 quarters since. The position peaked at $341K in Q3 2024. 53 funds tracked by Wall St. Rank hold PHI as of Q3 2026.

  • Blue Trust Inc held 4,783 shares of PLDT worth $85.1K as of Q3 2026.
  • Blue Trust Inc sold 1,104 PLDT shares in Q3 2026, an estimated $20.7K.
  • PLDT made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1055 holding.
  • Blue Trust Inc first reported a position in PLDT in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's PLDT position peaked at $341K in Q3 2024.
  • 53 funds tracked by Wall St. Rank held PLDT as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.