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 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 $3.37T AUM 44.26% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Phoenix Financial's ACHR Position: Q1 2026 in Review

Phoenix Financial increased its Archer Aviation (ACHR) stake by 50% in Q1 2026, buying an estimated $51.6K and bringing the position to 21,635 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Phoenix Financial first reported a position in ACHR in Q1 2025 and has held it in 5 quarters since. The position peaked at $163K in Q3 2025. 525 funds tracked by Wall St. Rank hold ACHR as of Q1 2026.

Phoenix Financial held 21,635 shares of Archer Aviation worth $112K as of Q1 2026.
Phoenix Financial bought 7,235 Archer Aviation shares in Q1 2026, an estimated $51.6K.
Archer Aviation made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #477 holding.
Phoenix Financial first reported a position in Archer Aviation in Q1 2025 and has held it in 5 quarters since.
Phoenix Financial's Archer Aviation position peaked at $163K in Q3 2025.
525 funds tracked by Wall St. Rank held Archer Aviation as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.