Root Financial Partners
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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
Q3 		$267 Buy
+15
New +$281 ﹤0.01% 3435
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Elevation Wealth Partners
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Root Financial Partners's PHI Position: Q3 2026 in Review

Root Financial Partners opened a new position in PLDT (PHI) in Q3 2026: 15 shares worth $267. The stake represents ﹤0.01% of the portfolio and ranks #3435 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PHI as recently as Q1 2026.

Root Financial Partners first reported a position in PHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $274 in Q1 2026. 14 funds tracked by Wall St. Rank hold PHI as of Q3 2026.

  • Root Financial Partners held 15 shares of PLDT worth $267 as of Q3 2026.
  • PLDT was a new Root Financial Partners position in Q3 2026.
  • PLDT made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3435 holding.
  • Root Financial Partners first reported a position in PLDT in Q4 2025 and has held it in 3 quarters since.
  • Root Financial Partners's PLDT position peaked at $274 in Q1 2026.
  • 14 funds tracked by Wall St. Rank held PLDT as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.