Janney Montgomery Scott
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Janney Montgomery Scott’s Phreesia PHR Stock Holding History

Janney Montgomery Scott’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$721K Buy
+70,109
New +$651K ﹤0.01% 2133

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Janney Montgomery Scott's PHR Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in Phreesia (PHR) in Q2 2026: 70,109 shares worth $721K. The stake represents ﹤0.01% of the portfolio and ranks #2133 among its holdings.

226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Janney Montgomery Scott held 70,109 shares of Phreesia worth $721K as of Q2 2026.
  • Phreesia was a new Janney Montgomery Scott position in Q2 2026.
  • Phreesia made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2133 holding.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.