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Robertson Stephens Wealth Management’s Phio Pharmaceuticals PHIO Stock Holding History

Robertson Stephens Wealth Management’s Portfolio PHIO Stock Details PHIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,800
Closed -$11.3K – 649
2025
Q4 		$11.3K Buy
+10,800
New +$17.3K ﹤0.01% 646

Other funds holding PHIO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SRL
Scientech Research LLC Jersey City, New Jersey $120M AUM 73.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Robertson Stephens Wealth Management's PHIO Position: Q1 2026 in Review

Robertson Stephens Wealth Management sold out of Phio Pharmaceuticals (PHIO) in Q1 2026, closing a stake of 10,800 shares — an estimated $11.3K sold.

Robertson Stephens Wealth Management first reported a position in PHIO in Q4 2025 and held it in 1 quarter. The position peaked at $11.3K in Q4 2025. 24 funds tracked by Wall St. Rank hold PHIO as of Q1 2026.

  • Robertson Stephens Wealth Management reported no remaining Phio Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 10,800 Phio Pharmaceuticals shares in Q1 2026, an estimated $11.3K.
  • Robertson Stephens Wealth Management first reported a position in Phio Pharmaceuticals in Q4 2025 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Phio Pharmaceuticals position peaked at $11.3K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Phio Pharmaceuticals as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.