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Private Wealth Management Group’s Phunware PHUN Stock Holding History

Private Wealth Management Group’s Portfolio PHUN Stock Details PHUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4 Buy
+2
New +$4 ﹤0.01% 1504

Other funds holding PHUN

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Panagora Asset Management
Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return
Centiva Capital
Centiva Capital New York $9.07B AUM 23.43% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Private Wealth Management Group's PHUN Position: Q3 2026 in Review

Private Wealth Management Group opened a new position in Phunware (PHUN) in Q3 2026: 2 shares worth $4. The stake represents ﹤0.01% of the portfolio and ranks #1504 among its holdings.

26 funds tracked by Wall St. Rank hold PHUN as of Q3 2026.

  • Private Wealth Management Group held 2 shares of Phunware worth $4 as of Q3 2026.
  • Phunware was a new Private Wealth Management Group position in Q3 2026.
  • Phunware made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1504 holding.
  • 26 funds tracked by Wall St. Rank held Phunware as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.