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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
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

SageView Advisory Group's PHI Position: Q4 2025 in Review

SageView Advisory Group opened a new position in PLDT (PHI) in Q4 2025: 65 shares worth $1.41K. The stake represents ﹤0.01% of the portfolio and ranks #2307 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in PHI as recently as Q1 2024.

SageView Advisory Group first reported a position in PHI in Q1 2024 and has held it in 2 quarters since. The position peaked at $661K in Q1 2024. 94 funds tracked by Wall St. Rank hold PHI as of Q4 2025.

  • SageView Advisory Group held 65 shares of PLDT worth $1.41K as of Q4 2025.
  • PLDT was a new SageView Advisory Group position in Q4 2025.
  • PLDT made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2307 holding.
  • SageView Advisory Group first reported a position in PLDT in Q1 2024 and has held it in 2 quarters since.
  • SageView Advisory Group's PLDT position peaked at $661K in Q1 2024.
  • 94 funds tracked by Wall St. Rank held PLDT as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.