Principal Securities’s PLDT PHI Stock Holding History

Principal Securities’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
2025 Q4	–	Sell	-17	Closed	-$318	–	2909
2025 Q3	$318	Sell	17 -17	-50%	-$365	﹤0.01%	3600
2025 Q2	$740	Buy	34 +21	+162%	+$474	﹤0.01%	3401
2025 Q1	$288	Hold	13	–	–	﹤0.01%	3426
2024 Q4	$288	Sell	13 -5	-28%	-$119	﹤0.01%	3421
2024 Q3	$484	Buy	18 +5	+38%	+$133	﹤0.01%	3283
2024 Q2	$319	Buy	+13	New	+$314	﹤0.01%	3257

Other funds holding PHI

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return

Principal Securities's PHI Position: Q4 2025 in Review

Principal Securities sold out of PLDT (PHI) in Q4 2025, closing a stake of 17 shares — an estimated $318 sold.

Principal Securities first reported a position in PHI in Q2 2024 and held it in 6 quarters. The position peaked at $740 in Q2 2025. 95 funds tracked by Wall St. Rank hold PHI as of Q4 2025.

Principal Securities reported no remaining PLDT position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 17 PLDT shares in Q4 2025, an estimated $318.
Principal Securities first reported a position in PLDT in Q2 2024 and held it in 6 quarters.
Principal Securities's PLDT position peaked at $740 in Q2 2025.
95 funds tracked by Wall St. Rank held PLDT as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.