Phoenix Financial’s Biogen BIIB Stock Holding History

Phoenix Financial’s Portfolio BIIB Stock Details BIIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$251K	Sell	1,371 -1,762	-56%	-$325K	﹤0.01%	422
2025 Q4	$551K	Buy	+3,133	New	+$512K	0.01%	286
2025 Q1	–	Sell	-3,608	Closed	-$552K	–	376
2024 Q4	$552K	Buy	+3,608	New	+$609K	0.01%	254
2024 Q1	–	Sell	-760	Closed	-$207K	–	432
2023 Q4	$207K	Buy	+760	New	+$187K	﹤0.01%	298
2023 Q3	–	Sell	-2,194	Closed	-$618K	–	325
2023 Q2	$618K	Buy	+2,194	New	+$653K	0.01%	238
2022 Q1	–	Sell	-1,332	Closed	-$319K	–	410
2021 Q4	$319K	Sell	1,332 -202	-13%	-$51.9K	0.01%	323
2021 Q3	$437K	Buy	+1,534	New	+$503K	0.01%	335
2021 Q2	–	Sell	-1,849	Closed	-$510K	–	314
2021 Q1	$510K	Buy	1,849 +519	+39%	+$140K	0.01%	314
2020 Q4	$323K	Sell	1,330 -7,416	-85%	-$1.91M	0.01%	281
2020 Q3	$2.33M	Buy	8,746 +1,795	+26%	+$501K	0.1%	138
2020 Q2	$1.72M	Sell	6,951 -5	-0.1%	-$1.5K	0.07%	177
2020 Q1	$2.13M	Buy	+6,956	New	+$2.11M	0.11%	146

Other funds holding BIIB

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Phoenix Financial's BIIB Position: Q1 2026 in Review

Phoenix Financial reduced its Biogen (BIIB) stake by 56% in Q1 2026, selling an estimated $325K and leaving 1,371 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Phoenix Financial first reported a position in BIIB in Q1 2020 and has held it in 12 quarters since. The position peaked at $2.33M in Q3 2020. 1,009 funds tracked by Wall St. Rank hold BIIB as of Q1 2026.

Phoenix Financial held 1,371 shares of Biogen worth $251K as of Q1 2026.
Phoenix Financial sold 1,762 Biogen shares in Q1 2026, an estimated $325K.
Biogen made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #422 holding.
Phoenix Financial first reported a position in Biogen in Q1 2020 and has held it in 12 quarters since.
Phoenix Financial's Biogen position peaked at $2.33M in Q3 2020.
1,009 funds tracked by Wall St. Rank held Biogen as of Q1 2026.

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