NewSquare Capital’s PLDT PHI Stock Holding History

NewSquare 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
2025 Q3	–	Sell	-638	Closed	-$13.9K	–	933
2025 Q2	$13.9K	Buy	638 +615	+2,674%	+$13.9K	﹤0.01%	574
2025 Q1	$503	Buy	+23	New	+$532	﹤0.01%	1024

Other funds holding PHI

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

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

NewSquare Capital's PHI Position: Q3 2025 in Review

NewSquare Capital sold out of PLDT (PHI) in Q3 2025, closing a stake of 638 shares — an estimated $13.9K sold.

NewSquare Capital first reported a position in PHI in Q1 2025 and held it in 2 quarters. The position peaked at $13.9K in Q2 2025. 79 funds tracked by Wall St. Rank hold PHI as of Q3 2025.

NewSquare Capital reported no remaining PLDT position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 638 PLDT shares in Q3 2025, an estimated $13.9K.
NewSquare Capital first reported a position in PLDT in Q1 2025 and held it in 2 quarters.
NewSquare Capital's PLDT position peaked at $13.9K in Q2 2025.
79 funds tracked by Wall St. Rank held PLDT as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.