SS
PHLT

SBI Securities’s Performant Healthcare Inc PHLT Stock Holding History

SBI Securities’s Portfolio PHLT Stock Details PHLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-77
Closed -$595 – 4273
2025
Q3 		$595 Sell
77
-13
-14% -$83 ﹤0.01% 2900
2025
Q2 		$360 Hold
90
– – ﹤0.01% 3102
2025
Q1 		$266 Hold
90
– – ﹤0.01% 3117
2024
Q4 		$272 Buy
+90
New +$309 ﹤0.01% 3136

Other funds holding PHLT

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SBI Securities's PHLT Position: Q4 2025 in Review

SBI Securities sold out of Performant Healthcare Inc (PHLT) in Q4 2025, closing a stake of 77 shares — an estimated $595 sold.

SBI Securities first reported a position in PHLT in Q4 2024 and held it in 4 quarters. The position peaked at $595 in Q3 2025. 1 fund tracked by Wall St. Rank holds PHLT as of Q4 2025.

  • SBI Securities reported no remaining Performant Healthcare Inc position as of Q4 2025 after selling out during the quarter.
  • SBI Securities sold 77 Performant Healthcare Inc shares in Q4 2025, an estimated $595.
  • SBI Securities first reported a position in Performant Healthcare Inc in Q4 2024 and held it in 4 quarters.
  • SBI Securities's Performant Healthcare Inc position peaked at $595 in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Performant Healthcare Inc as of Q4 2025.

Based on SBI Securities's 13F filing for Q4 2025, filed 3 Feb 2026.