CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Phio Pharmaceuticals PHIO Stock Holding History

CAPTRUST Financial Advisors’s Portfolio PHIO Stock Details PHIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.2K Hold
10,000
– – ﹤0.01% 2991
2025
Q4 		$10.5K Buy
+10,000
New +$16K ﹤0.01% 2729

Other funds holding PHIO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SRL
Scientech Research LLC Jersey City, New Jersey $120M AUM 73.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

CAPTRUST Financial Advisors's PHIO Position: Q1 2026 in Review

CAPTRUST Financial Advisors held its Phio Pharmaceuticals (PHIO) position steady in Q1 2026 at 10,000 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2991.

CAPTRUST Financial Advisors first reported a position in PHIO in Q4 2025 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold PHIO as of Q1 2026.

  • CAPTRUST Financial Advisors held 10,000 shares of Phio Pharmaceuticals worth $12.2K as of Q1 2026.
  • CAPTRUST Financial Advisors left its Phio Pharmaceuticals share count unchanged in Q1 2026.
  • Phio Pharmaceuticals made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2991 holding.
  • CAPTRUST Financial Advisors first reported a position in Phio Pharmaceuticals in Q4 2025 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Phio Pharmaceuticals as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.