Phoenix Financial’s Archer Aviation ACHR Stock Holding History

Phoenix Financial’s Portfolio ACHR Stock Details ACHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-21,635	Closed	-$112K	–	523
2026 Q1	$112K	Buy	21,635 +7,235	+50%	+$51.6K	﹤0.01%	477
2025 Q4	$108K	Sell	14,400 -2,600	-15%	-$24.5K	﹤0.01%	455
2025 Q3	$163K	Buy	17,000 +7,000	+70%	+$69.3K	﹤0.01%	445
2025 Q2	$108K	Hold	10,000	–	–	﹤0.01%	415
2025 Q1	$71.5K	Buy	+10,000	New	+$88.7K	﹤0.01%	364

Other funds holding ACHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vestor Capital Chicago, Illinois $1.59B AUM 51.04% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Phoenix Financial's ACHR Position: Q2 2026 in Review

Phoenix Financial sold out of Archer Aviation (ACHR) in Q2 2026, closing a stake of 21,635 shares — an estimated $112K sold.

Phoenix Financial first reported a position in ACHR in Q1 2025 and held it in 5 quarters. The position peaked at $163K in Q3 2025. 527 funds tracked by Wall St. Rank hold ACHR as of Q2 2026.

Phoenix Financial reported no remaining Archer Aviation position as of Q2 2026 after selling out during the quarter.
Phoenix Financial sold 21,635 Archer Aviation shares in Q2 2026, an estimated $112K.
Phoenix Financial first reported a position in Archer Aviation in Q1 2025 and held it in 5 quarters.
Phoenix Financial's Archer Aviation position peaked at $163K in Q3 2025.
527 funds tracked by Wall St. Rank held Archer Aviation as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.