Phoenix Financial
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Phoenix Financial’s Elbit Systems ESLT Stock Holding History

Phoenix Financial’s Portfolio ESLT Stock Details ESLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$265M Hold
390,426
– – 1.79% 17
2026
Q2 		$297M Buy
390,426
+139,289
+55% +$116M 2.03% 13
2026
Q1 		$213M Buy
+251,137
New +$193M 2.02% 14
2025
Q4 		– Sell
-25,000
Closed -$12.7M – 478
2025
Q3 		$12.7M Hold
25,000
– – 0.16% 73
2025
Q2 		$11.3M Buy
+25,000
New +$10.1M 0.15% 79
2023
Q4 		– Sell
-12,500
Closed -$2.48M – 359
2023
Q3 		$2.48M Sell
12,500
-47,833
-79% -$9.8M 0.05% 172
2023
Q2 		$12.6M Hold
60,333
– – 0.26% 54
2023
Q1 		$10.3M Sell
60,333
-3,313
-5% -$564K 0.23% 55
2022
Q4 		$9.9M Sell
63,646
-292
-0.5% -$54.8K 0.19% 65
2022
Q3 		$12.2M Sell
63,938
-10,256
-14% -$2.22M 0.27% 61
2022
Q2 		$17M Sell
74,194
-3,169
-4% -$663K 0.35% 68
2022
Q1 		$17.1M Buy
77,363
+3,128
+4% +$591K 0.29% 83
2021
Q4 		$13M Buy
74,235
+16,919
+30% +$2.62M 0.21% 92
2021
Q3 		$8.31M Buy
57,316
+853
+2% +$118K 0.14% 102
2021
Q2 		$7.32M Buy
56,463
+20,583
+57% +$2.8M 0.14% 123
2021
Q1 		$5.13M Buy
35,880
+4,262
+13% +$583K 0.12% 146
2020
Q4 		$4.14M Buy
31,618
+11,975
+61% +$1.44M 0.11% 148
2020
Q3 		$2.23M Sell
19,643
-67,245
-77% -$8.88M 0.09% 140
2020
Q2 		$11.3M Buy
86,888
+2,640
+3% +$357K 0.48% 67
2020
Q1 		$10.6M Buy
84,248
+25,829
+44% +$3.78M 0.54% 61
2019
Q4 		$9.04M Sell
58,419
-23,384
-29% -$3.81M 0.38% 88
2019
Q3 		$12.9M Buy
+81,803
New +$12.9M 0.61% 70

Other funds holding ESLT

Y.D. More Investments
Y.D. More Investments Ramat Gan, Israel $3.47B AUM 82.09% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Phoenix Financial's ESLT Position: Q3 2026 in Review

Phoenix Financial held its Elbit Systems (ESLT) position steady in Q3 2026 at 390,426 shares worth $265M. The position accounts for 1.79% of the portfolio, ranked #17.

Phoenix Financial first reported a position in ESLT in Q3 2019 and has held it in 22 quarters since. The position peaked at $297M in Q2 2026. 177 funds tracked by Wall St. Rank hold ESLT as of Q3 2026.

  • Phoenix Financial held 390,426 shares of Elbit Systems worth $265M as of Q3 2026.
  • Phoenix Financial left its Elbit Systems share count unchanged in Q3 2026.
  • Elbit Systems made up 1.79% of Phoenix Financial's portfolio in Q3 2026, its #17 holding.
  • Phoenix Financial first reported a position in Elbit Systems in Q3 2019 and has held it in 22 quarters since.
  • Phoenix Financial's Elbit Systems position peaked at $297M in Q2 2026.
  • 177 funds tracked by Wall St. Rank held Elbit Systems as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.