Crossmark Global Holdings’s PLDT PHI Stock Holding History

Crossmark Global Holdings’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	–	Sell	-17,359	Closed	-$304K	–	1306
2026 Q2	$304K	Sell	17,359 -456,473	-96%	-$8.83M	﹤0.01%	1061
2026 Q1	$10M	Buy	473,832 +296	+0.1%	+$6.69K	0.15%	159
2025 Q4	$10.3M	Buy	473,536 +5,214	+1%	+$107K	0.15%	153
2025 Q3	$8.76M	Sell	468,322 -15,011	-3%	-$322K	0.13%	181
2025 Q2	$10.5M	Buy	483,333 +213,950	+79%	+$4.83M	0.17%	146
2025 Q1	$5.89M	Buy	+269,383	New	+$6.23M	0.1%	218
2021 Q4	–	Sell	-12,082	Closed	-$394K	–	1443
2021 Q3	$394K	Sell	12,082 -328,492	-96%	-$8.91M	0.01%	1042
2021 Q2	$8.95M	Buy	+340,574	New	+$9.05M	0.21%	121

Other funds holding PHI

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Crossmark Global Holdings's PHI Position: Q3 2026 in Review

Crossmark Global Holdings sold out of PLDT (PHI) in Q3 2026, closing a stake of 17,359 shares — an estimated $304K sold.

Crossmark Global Holdings first reported a position in PHI in Q2 2021 and held it in 8 quarters. The position peaked at $10.5M in Q2 2025. 20 funds tracked by Wall St. Rank hold PHI as of Q3 2026.

Crossmark Global Holdings reported no remaining PLDT position as of Q3 2026 after selling out during the quarter.
Crossmark Global Holdings sold 17,359 PLDT shares in Q3 2026, an estimated $304K.
Crossmark Global Holdings first reported a position in PLDT in Q2 2021 and held it in 8 quarters.
Crossmark Global Holdings's PLDT position peaked at $10.5M in Q2 2025.
20 funds tracked by Wall St. Rank held PLDT as of Q3 2026.

Based on Crossmark Global Holdings's 13F filing for Q3 2026, filed 21 Oct 2026.