Root Financial Partners’s PLDT PHI Stock Holding History

Root Financial Partners’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 Q2	–	Sell	-13	Closed	-$274	–	2399
2026 Q1	$274	Buy	13 +7	+117%	+$158	﹤0.01%	3073
2025 Q4	$130	Buy	+6	New	+$123	﹤0.01%	2315

Other funds holding PHI

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Root Financial Partners's PHI Position: Q2 2026 in Review

Root Financial Partners sold out of PLDT (PHI) in Q2 2026, closing a stake of 13 shares — an estimated $274 sold.

Root Financial Partners first reported a position in PHI in Q4 2025 and held it in 2 quarters. The position peaked at $274 in Q1 2026. 100 funds tracked by Wall St. Rank hold PHI as of Q2 2026.

Root Financial Partners reported no remaining PLDT position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 13 PLDT shares in Q2 2026, an estimated $274.
Root Financial Partners first reported a position in PLDT in Q4 2025 and held it in 2 quarters.
Root Financial Partners's PLDT position peaked at $274 in Q1 2026.
100 funds tracked by Wall St. Rank held PLDT as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.