IEQ Capital’s PLDT PHI Stock Holding History

IEQ Capital’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	$289K	Sell	13,728 -764	-5%	-$17.3K	﹤0.01%	1527
2025 Q4	$315K	Buy	+14,492	New	+$297K	﹤0.01%	1513

Other funds holding PHI

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $777B AUM 61.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

IEQ Capital's PHI Position: Q1 2026 in Review

IEQ Capital reduced its PLDT (PHI) stake by 5.3% in Q1 2026, selling an estimated $17.3K and leaving 13,728 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

IEQ Capital first reported a position in PHI in Q4 2025 and has held it in 2 quarters since. The position peaked at $315K in Q4 2025. 102 funds tracked by Wall St. Rank hold PHI as of Q1 2026.

IEQ Capital held 13,728 shares of PLDT worth $289K as of Q1 2026.
IEQ Capital sold 764 PLDT shares in Q1 2026, an estimated $17.3K.
PLDT made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1527 holding.
IEQ Capital first reported a position in PLDT in Q4 2025 and has held it in 2 quarters since.
IEQ Capital's PLDT position peaked at $315K in Q4 2025.
102 funds tracked by Wall St. Rank held PLDT as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.