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Sequoia Financial Advisors’s PLDT PHI Stock Holding History

Sequoia Financial Advisors’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
Q2 		– Sell
-23,983
Closed -$505K – 2234
2026
Q1 		$505K Buy
23,983
+190
+0.8% +$4.29K ﹤0.01% 1268
2025
Q4 		$517K Buy
23,793
+9,801
+70% +$201K ﹤0.01% 1263
2025
Q3 		$262K Buy
13,992
+50
+0.4% +$1.07K ﹤0.01% 1469
2025
Q2 		$303K Buy
13,942
+1,205
+9% +$27.2K ﹤0.01% 1258
2025
Q1 		$279K Buy
12,737
+1,108
+10% +$25.6K ﹤0.01% 1098
2024
Q4 		$258K Buy
11,629
+1,310
+13% +$31.1K ﹤0.01% 1085
2024
Q3 		$277K Sell
10,319
-120
-1% -$3.19K ﹤0.01% 1009
2024
Q2 		$256K Buy
10,439
+1,719
+20% +$41.5K ﹤0.01% 963
2024
Q1 		$215K Buy
8,720
+72
+0.8% +$1.68K ﹤0.01% 1023
2023
Q4 		$203K Buy
+8,648
New +$194K ﹤0.01% 1105

Other funds holding PHI

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Sequoia Financial Advisors's PHI Position: Q2 2026 in Review

Sequoia Financial Advisors sold out of PLDT (PHI) in Q2 2026, closing a stake of 23,983 shares — an estimated $505K sold.

Sequoia Financial Advisors first reported a position in PHI in Q4 2023 and held it in 10 quarters. The position peaked at $517K in Q4 2025. 100 funds tracked by Wall St. Rank hold PHI as of Q2 2026.

  • Sequoia Financial Advisors reported no remaining PLDT position as of Q2 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 23,983 PLDT shares in Q2 2026, an estimated $505K.
  • Sequoia Financial Advisors first reported a position in PLDT in Q4 2023 and held it in 10 quarters.
  • Sequoia Financial Advisors's PLDT position peaked at $517K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held PLDT as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.