SageView Advisory Group’s PLDT PHI Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-65	Closed	-$1.41K	–	1907
2025 Q4	$1.41K	Buy	+65	New	+$1.33K	﹤0.01%	2307
2024 Q2	–	Sell	-2,517	Closed	-$661K	–	700
2024 Q1	$661K	Buy	+2,517	New	+$58.8K	0.03%	264

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

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

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SageView Advisory Group's PHI Position: Q1 2026 in Review

SageView Advisory Group sold out of PLDT (PHI) in Q1 2026, closing a stake of 65 shares — an estimated $1.41K sold.

SageView Advisory Group first reported a position in PHI in Q1 2024 and held it in 2 quarters. The position peaked at $661K in Q1 2024. 103 funds tracked by Wall St. Rank hold PHI as of Q1 2026.

SageView Advisory Group reported no remaining PLDT position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 65 PLDT shares in Q1 2026, an estimated $1.41K.
SageView Advisory Group first reported a position in PLDT in Q1 2024 and held it in 2 quarters.
SageView Advisory Group's PLDT position peaked at $661K in Q1 2024.
103 funds tracked by Wall St. Rank held PLDT as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.