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Evergreen Capital Management’s PLDT PHI Stock Holding History

Evergreen Capital Management’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
Q1 		$338K Hold
15,476
– – 0.01% 1035
2025
Q4 		$336K Buy
+15,476
New +$318K 0.01% 972
2025
Q3 		– Sell
-9,229
Closed -$201K – 1355
2025
Q2 		$201K Buy
+9,229
New +$208K 0.01% 1046

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Evergreen Capital Management's PHI Position: Q1 2026 in Review

Evergreen Capital Management held its PLDT (PHI) position steady in Q1 2026 at 15,476 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #1035.

Evergreen Capital Management first reported a position in PHI in Q2 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold PHI as of Q1 2026.

  • Evergreen Capital Management held 15,476 shares of PLDT worth $338K as of Q1 2026.
  • Evergreen Capital Management left its PLDT share count unchanged in Q1 2026.
  • PLDT made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1035 holding.
  • Evergreen Capital Management first reported a position in PLDT in Q2 2025 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held PLDT as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.