Jones Financial Companies
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Jones Financial Companies’s PLDT PHI Stock Holding History

Jones Financial Companies’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 		$4.8K Buy
+266
New +$5.15K ﹤0.01% 4106
2025
Q4 		– Sell
-32
Closed -$609 – 4557
2025
Q3 		$609 Buy
+32
New +$687 ﹤0.01% 3999
2021
Q2 		– Sell
-95
Closed -$2K – 754
2021
Q1 		$2K Hold
95
– – ﹤0.01% 742
2020
Q4 		$3K Buy
+95
New +$2.64K ﹤0.01% 566

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

Jones Financial Companies's PHI Position: Q2 2026 in Review

Jones Financial Companies opened a new position in PLDT (PHI) in Q2 2026: 266 shares worth $4.8K. The stake represents ﹤0.01% of the portfolio and ranks #4106 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in PHI as recently as Q3 2025.

Jones Financial Companies first reported a position in PHI in Q4 2020 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold PHI as of Q2 2026.

  • Jones Financial Companies held 266 shares of PLDT worth $4.8K as of Q2 2026.
  • PLDT was a new Jones Financial Companies position in Q2 2026.
  • PLDT made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4106 holding.
  • Jones Financial Companies first reported a position in PLDT in Q4 2020 and has held it in 4 quarters since.
  • 100 funds tracked by Wall St. Rank held PLDT as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.