Phoenix Financial’s GXO Logistics GXO Stock Holding History

Phoenix Financial’s Portfolio GXO Stock Details GXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$202K	Hold	4,000	–	–	﹤0.01%	507
2026 Q1	$207K	Hold	4,000	–	–	﹤0.01%	459
2025 Q4	$212K	Hold	4,000	–	–	﹤0.01%	439
2025 Q3	$212K	Buy	+4,000	New	+$206K	﹤0.01%	438
2024 Q3	–	Sell	-12,259	Closed	-$607K	–	383
2024 Q2	$607K	Buy	12,259 +759	+7%	+$38.3K	0.01%	237
2024 Q1	$616K	Buy	+11,500	New	+$622K	0.01%	252

Other funds holding GXO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Phoenix Financial's GXO Position: Q2 2026 in Review

Phoenix Financial held its GXO Logistics (GXO) position steady in Q2 2026 at 4,000 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Phoenix Financial first reported a position in GXO in Q1 2024 and has held it in 6 quarters since. The position peaked at $616K in Q1 2024. 479 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

Phoenix Financial held 4,000 shares of GXO Logistics worth $202K as of Q2 2026.
Phoenix Financial left its GXO Logistics share count unchanged in Q2 2026.
GXO Logistics made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #507 holding.
Phoenix Financial first reported a position in GXO Logistics in Q1 2024 and has held it in 6 quarters since.
Phoenix Financial's GXO Logistics position peaked at $616K in Q1 2024.
479 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

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