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Pinnacle Wealth Planning Services’s PLDT PHI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PHI Stock Details PHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.49K Sell
142
-250
-64% -$4.84K ﹤0.01% 2428
2026
Q1 		$8.25K Hold
392
– – ﹤0.01% 2076
2025
Q4 		$8.52K Buy
+392
New +$8.05K ﹤0.01% 2074
2021
Q1 		– Sell
-2,674
Closed -$75K – 1506
2020
Q4 		$75K Buy
+2,674
New +$74.4K 0.02% 603

Other funds holding PHI

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Pinnacle Wealth Planning Services's PHI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its PLDT (PHI) stake by 64% in Q2 2026, selling an estimated $4.84K and leaving 142 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #2428.

Pinnacle Wealth Planning Services first reported a position in PHI in Q4 2020 and has held it in 4 quarters since. The position peaked at $75K in Q4 2020. 100 funds tracked by Wall St. Rank hold PHI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 142 shares of PLDT worth $2.49K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 250 PLDT shares in Q2 2026, an estimated $4.84K.
  • PLDT made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2428 holding.
  • Pinnacle Wealth Planning Services first reported a position in PLDT in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's PLDT position peaked at $75K in Q4 2020.
  • 100 funds tracked by Wall St. Rank held PLDT as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.