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Elevation Wealth Partners’s PLDT PHI Stock Holding History

Elevation Wealth 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
Q3 		$2.7K Hold
152
– – ﹤0.01% 1205
2026
Q2 		$2.66K Buy
+152
New +$2.94K ﹤0.01% 1156

Other funds holding PHI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Elevation Wealth Partners's PHI Position: Q3 2026 in Review

Elevation Wealth Partners held its PLDT (PHI) position steady in Q3 2026 at 152 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Elevation Wealth Partners first reported a position in PHI in Q2 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold PHI as of Q3 2026.

  • Elevation Wealth Partners held 152 shares of PLDT worth $2.7K as of Q3 2026.
  • Elevation Wealth Partners left its PLDT share count unchanged in Q3 2026.
  • PLDT made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1205 holding.
  • Elevation Wealth Partners first reported a position in PLDT in Q2 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held PLDT as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.