Phoenix Financial
MKSI icon

Phoenix Financial’s MKS Inc MKSI Stock Holding History

Phoenix Financial’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$30.7M Buy
+115,824
New +$34.2M 0.21% 75
2024
Q2 		– Sell
-1,900
Closed -$252K – 407
2024
Q1 		$252K Buy
+1,900
New +$221K ﹤0.01% 352

Other funds holding MKSI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
FengHe Fund Management
FengHe Fund Management Singapore $2.06B AUM 157.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Phoenix Financial's MKSI Position: Q3 2026 in Review

Phoenix Financial opened a new position in MKS Inc (MKSI) in Q3 2026: 115,824 shares worth $30.7M. The stake represents 0.21% of the portfolio and ranks #75 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in MKSI as recently as Q1 2024.

Phoenix Financial first reported a position in MKSI in Q1 2024 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold MKSI as of Q3 2026.

  • Phoenix Financial held 115,824 shares of MKS Inc worth $30.7M as of Q3 2026.
  • MKS Inc was a new Phoenix Financial position in Q3 2026.
  • MKS Inc made up 0.21% of Phoenix Financial's portfolio in Q3 2026, its #75 holding.
  • Phoenix Financial first reported a position in MKS Inc in Q1 2024 and has held it in 2 quarters since.
  • 369 funds tracked by Wall St. Rank held MKS Inc as of Q3 2026.

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