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JFS Wealth Advisors’s PLDT PHI Stock Holding History

JFS Wealth Advisors’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
Q2 		$368 Hold
21
– – ﹤0.01% 2021
2026
Q1 		$442 Sell
21
-48
-70% -$1.08K ﹤0.01% 1781
2025
Q4 		$1.5K Buy
69
+24
+53% +$493 ﹤0.01% 1626
2025
Q3 		$842 Buy
45
+11
+32% +$236 ﹤0.01% 1661
2025
Q2 		$740 Sell
34
-61
-64% -$1.38K ﹤0.01% 1631
2025
Q1 		$2.08K Buy
95
+17
+22% +$393 ﹤0.01% 1454
2024
Q4 		$1.73K Sell
78
-33
-30% -$784 ﹤0.01% 1534
2024
Q3 		$2.98K Hold
111
– – ﹤0.01% 1320
2024
Q2 		$2.73K Sell
111
-10
-8% -$241 ﹤0.01% 1317
2024
Q1 		$2.98K Buy
121
+4
+3% +$93 ﹤0.01% 1298
2023
Q4 		$2.74K Buy
117
+38
+48% +$850 ﹤0.01% 1297
2023
Q3 		$1.63K Sell
79
-34
-30% -$745 ﹤0.01% 1441
2023
Q2 		$2.64K Sell
113
-10
-8% -$225 ﹤0.01% 1279
2023
Q1 		$3.11K Hold
123
– – ﹤0.01% 1190
2022
Q4 		$2.8K Buy
+123
New +$3.25K ﹤0.01% 1237
2022
Q3 		– Sell
-199
Closed -$6K – 1876
2022
Q2 		$6K Sell
199
-32
-14% -$1.14K ﹤0.01% 951
2022
Q1 		$8K Buy
231
+188
+437% +$6.69K ﹤0.01% 878
2021
Q4 		$2K Buy
+43
New +$1.45K ﹤0.01% 1134

Other funds holding PHI

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

JFS Wealth Advisors's PHI Position: Q2 2026 in Review

JFS Wealth Advisors held its PLDT (PHI) position steady in Q2 2026 at 21 shares worth $368. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

JFS Wealth Advisors first reported a position in PHI in Q4 2021 and has held it in 18 quarters since. The position peaked at $8K in Q1 2022. 100 funds tracked by Wall St. Rank hold PHI as of Q2 2026.

  • JFS Wealth Advisors held 21 shares of PLDT worth $368 as of Q2 2026.
  • JFS Wealth Advisors left its PLDT share count unchanged in Q2 2026.
  • PLDT made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2021 holding.
  • JFS Wealth Advisors first reported a position in PLDT in Q4 2021 and has held it in 18 quarters since.
  • JFS Wealth Advisors's PLDT position peaked at $8K in Q1 2022.
  • 100 funds tracked by Wall St. Rank held PLDT as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.