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 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

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American Century Companies

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Creative Planning

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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