Equitable Trust’s Phoenix Education Partners PXED Stock Holding History

Equitable Trust’s Portfolio PXED Stock Details PXED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-15,576	Closed	-$512K	–	465
2026 Q2	$512K	Buy	+15,576	New	+$465K	0.02%	318

Other funds holding PXED

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Equitable Trust's PXED Position: Q3 2026 in Review

Equitable Trust sold out of Phoenix Education Partners (PXED) in Q3 2026, closing a stake of 15,576 shares — an estimated $512K sold.

Equitable Trust first reported a position in PXED in Q2 2026 and held it in 1 quarter. The position peaked at $512K in Q2 2026. 8 funds tracked by Wall St. Rank hold PXED as of Q3 2026.

Equitable Trust reported no remaining Phoenix Education Partners position as of Q3 2026 after selling out during the quarter.
Equitable Trust sold 15,576 Phoenix Education Partners shares in Q3 2026, an estimated $512K.
Equitable Trust first reported a position in Phoenix Education Partners in Q2 2026 and held it in 1 quarter.
Equitable Trust's Phoenix Education Partners position peaked at $512K in Q2 2026.
8 funds tracked by Wall St. Rank held Phoenix Education Partners as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.