SBI Securities’s Phreesia PHR Stock Holding History

SBI Securities’s Portfolio PHR Stock Details PHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$114	Hold	11	–	–	﹤0.01%	3548
2026 Q2	$113	Hold	11	–	–	﹤0.01%	3477
2026 Q1	$92	Hold	11	–	–	﹤0.01%	3427
2025 Q4	$186	Sell	11 -2	-15%	-$41	﹤0.01%	3234
2025 Q3	$306	Buy	13 +12	+1,200%	+$326	﹤0.01%	3175
2025 Q2	$28	Hold	1	–	–	﹤0.01%	3854
2025 Q1	$26	Hold	1	–	–	﹤0.01%	3798
2024 Q4	$25	Buy	+1	New	+$21	﹤0.01%	3784

Other funds holding PHR

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

N10 Wealth Greenwich, Connecticut $348M AUM

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

SBI Securities's PHR Position: Q3 2026 in Review

SBI Securities held its Phreesia (PHR) position steady in Q3 2026 at 11 shares worth $114. The position accounts for ﹤0.01% of the portfolio, ranked #3548.

SBI Securities first reported a position in PHR in Q4 2024 and has held it in 8 quarters since. The position peaked at $306 in Q3 2025. 24 funds tracked by Wall St. Rank hold PHR as of Q3 2026.

SBI Securities held 11 shares of Phreesia worth $114 as of Q3 2026.
SBI Securities left its Phreesia share count unchanged in Q3 2026.
Phreesia made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #3548 holding.
SBI Securities first reported a position in Phreesia in Q4 2024 and has held it in 8 quarters since.
SBI Securities's Phreesia position peaked at $306 in Q3 2025.
24 funds tracked by Wall St. Rank held Phreesia as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.