Cerity Partners’s PLDT PHI Stock Holding History

Cerity Partners’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 Q2	$249K	Sell	14,217 -1,503	-10%	-$29.1K	﹤0.01%	2920
2026 Q1	$331K	Sell	15,720 -13,422	-46%	-$303K	﹤0.01%	2544
2025 Q4	$634K	Buy	29,142 +11,912	+69%	+$245K	﹤0.01%	1960
2025 Q3	$322K	Sell	17,230 -4,918	-22%	-$106K	﹤0.01%	2225
2025 Q2	$482K	Sell	22,148 -4,012	-15%	-$90.5K	﹤0.01%	1880
2025 Q1	$572K	Buy	+26,160	New	+$605K	﹤0.01%	1683
2024 Q4	–	Sell	-14,204	Closed	-$382K	–	2554
2024 Q3	$382K	Buy	+14,204	New	+$378K	﹤0.01%	1924
2024 Q2	–	Sell	-10,046	Closed	-$248K	–	2363
2024 Q1	$248K	Buy	10,046 +1,039	+12%	+$24.3K	﹤0.01%	1980
2023 Q4	$211K	Buy	+9,007	New	+$202K	﹤0.01%	1693
2023 Q2	–	Sell	-5,964	Closed	-$1.56M	–	1882
2023 Q1	$1.56M	Buy	+5,964	New	+$148K	﹤0.01%	801

Other funds holding PHI

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Cerity Partners's PHI Position: Q2 2026 in Review

Cerity Partners reduced its PLDT (PHI) stake by 9.6% in Q2 2026, selling an estimated $29.1K and leaving 14,217 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #2920.

Cerity Partners first reported a position in PHI in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.56M in Q1 2023. 100 funds tracked by Wall St. Rank hold PHI as of Q2 2026.

Cerity Partners held 14,217 shares of PLDT worth $249K as of Q2 2026.
Cerity Partners sold 1,503 PLDT shares in Q2 2026, an estimated $29.1K.
PLDT made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2920 holding.
Cerity Partners first reported a position in PLDT in Q1 2023 and has held it in 10 quarters since.
Cerity Partners's PLDT position peaked at $1.56M in Q1 2023.
100 funds tracked by Wall St. Rank held PLDT as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.