Phoenix Financial’s EchoStar ECHO Stock Holding History

Phoenix Financial’s Portfolio ECHO Stock Details ECHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$477K	Sell	4,077 -4,640	-53%	-$532K	﹤0.01%	317
2025 Q4	$948K	Sell	8,717 -1,501	-15%	-$122K	0.01%	235
2025 Q3	$780K	Buy	+10,218	New	+$463K	0.01%	250

Other funds holding ECHO

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 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

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

ACM

Arini Captial Management London, United Kingdom $634M AUM

Phoenix Financial's ECHO Position: Q1 2026 in Review

Phoenix Financial reduced its EchoStar (ECHO) stake by 53% in Q1 2026, selling an estimated $532K and leaving 4,077 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Phoenix Financial first reported a position in ECHO in Q3 2025 and has held it in 3 quarters since. The position peaked at $948K in Q4 2025. 663 funds tracked by Wall St. Rank hold ECHO as of Q1 2026.

Phoenix Financial held 4,077 shares of EchoStar worth $477K as of Q1 2026.
Phoenix Financial sold 4,640 EchoStar shares in Q1 2026, an estimated $532K.
EchoStar made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #317 holding.
Phoenix Financial first reported a position in EchoStar in Q3 2025 and has held it in 3 quarters since.
Phoenix Financial's EchoStar position peaked at $948K in Q4 2025.
663 funds tracked by Wall St. Rank held EchoStar as of Q1 2026.

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