CGH
PHI icon

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
Q2 		$304K Sell
17,359
-456,473
-96% -$8.83M ﹤0.01% 1061
2026
Q1 		$9.97M 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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return