Rockefeller Capital Management’s PLDT PHI Stock Holding History

Rockefeller Capital Management’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 Q3	$54.3K	Buy	3,051 +2,202	+259%	+$41.3K	﹤0.01%	3423
2026 Q2	$14.9K	Sell	849 -1,532	-64%	-$29.6K	﹤0.01%	3844
2026 Q1	$50.1K	Buy	+2,381	New	+$53.8K	﹤0.01%	3276
2025 Q4	–	Sell	-84	Closed	-$1.57K	–	4806
2025 Q3	$1.57K	Buy	+84	New	+$1.8K	﹤0.01%	4124
2023 Q1	–	Sell	-21	Closed	–	–	3362
2022 Q4	$0	Hold	21	–	–	﹤0.01%	4129
2022 Q3	$0	Sell	21 -61	-74%	-$1.8K	﹤0.01%	4269
2022 Q2	$2K	Buy	82 +38	+86%	+$1.35K	﹤0.01%	3817
2022 Q1	$1K	Sell	44 -5,038	-99%	-$179K	﹤0.01%	3764
2021 Q4	$181K	Buy	5,082 +27	+0.5%	+$909	﹤0.01%	1680
2021 Q3	$164K	Sell	5,055 -29	-0.6%	-$786	﹤0.01%	1644
2021 Q2	$132K	Buy	5,084 +29	+0.6%	+$771	﹤0.01%	1677
2021 Q1	$132K	Hold	5,055	–	–	﹤0.01%	1494
2020 Q4	$141K	Hold	5,055	–	–	﹤0.01%	1307
2020 Q3	$136K	Hold	5,055	–	–	﹤0.01%	1164
2020 Q2	$123K	Hold	5,055	–	–	﹤0.01%	1101
2020 Q1	$104K	Hold	5,055	–	–	﹤0.01%	1004
2019 Q4	$101K	Sell	5,055 -140	-3%	-$2.93K	﹤0.01%	963
2019 Q3	$114K	Buy	5,195 +5,055	+3,611%	+$113K	﹤0.01%	765
2019 Q2	$3K	Buy	+140	New	+$3.33K	﹤0.01%	1511

Other funds holding PHI

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Atlas Capital Advisors Jackson, Wyoming $1.06B AUM 29.98% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $915M AUM 24.21% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Rockefeller Capital Management's PHI Position: Q3 2026 in Review

Rockefeller Capital Management increased its PLDT (PHI) stake by 259% in Q3 2026, buying an estimated $41.3K and bringing the position to 3,051 shares worth $54.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3423.

Rockefeller Capital Management first reported a position in PHI in Q2 2019 and has held it in 19 quarters since. The position peaked at $181K in Q4 2021. 78 funds tracked by Wall St. Rank hold PHI as of Q3 2026.

Rockefeller Capital Management held 3,051 shares of PLDT worth $54.3K as of Q3 2026.
Rockefeller Capital Management bought 2,202 PLDT shares in Q3 2026, an estimated $41.3K.
PLDT made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #3423 holding.
Rockefeller Capital Management first reported a position in PLDT in Q2 2019 and has held it in 19 quarters since.
Rockefeller Capital Management's PLDT position peaked at $181K in Q4 2021.
78 funds tracked by Wall St. Rank held PLDT as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.