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 Q3	–	Sell	-4,000	Closed	-$202K	–	548
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Global Alpha Capital Management Montreal, Quebec, Canada $1.53B AUM 13.15% 1-Year Est. Return

SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return

Highland Peak Capital Old Greenwich, Connecticut $423M AUM 94.62% 1-Year Est. Return

Phoenix Financial's GXO Position: Q3 2026 in Review

Phoenix Financial sold out of GXO Logistics (GXO) in Q3 2026, closing a stake of 4,000 shares — an estimated $202K sold.

Phoenix Financial first reported a position in GXO in Q1 2024 and held it in 6 quarters. The position peaked at $616K in Q1 2024. 315 funds tracked by Wall St. Rank hold GXO as of Q3 2026.

Phoenix Financial reported no remaining GXO Logistics position as of Q3 2026 after selling out during the quarter.
Phoenix Financial sold 4,000 GXO Logistics shares in Q3 2026, an estimated $202K.
Phoenix Financial first reported a position in GXO Logistics in Q1 2024 and held it in 6 quarters.
Phoenix Financial's GXO Logistics position peaked at $616K in Q1 2024.
315 funds tracked by Wall St. Rank held GXO Logistics as of Q3 2026.

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