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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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return