SFA
PHI icon

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
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 $63.9B AUM 45.56% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return