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Steward Partners Investment Advisory’s PLDT PHI Stock Holding History

Steward Partners Investment Advisory’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
Q3 		– Sell
-4
Closed -$87 – 4356
2025
Q2 		$87 Buy
+4
New +$90 ﹤0.01% 4045
2017
Q3 		– Sell
-10
Closed – – 1737
2017
Q2 		$0 Hold
10
– – ﹤0.01% 1680
2017
Q1 		$0 Hold
10
– – ﹤0.01% 1551
2016
Q4 		$0 Buy
+10
New +$295 ﹤0.01% 885

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Steward Partners Investment Advisory's PHI Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of PLDT (PHI) in Q3 2025, closing a stake of 4 shares — an estimated $87 sold.

Steward Partners Investment Advisory first reported a position in PHI in Q4 2016 and held it in 4 quarters. The position peaked at $87 in Q2 2025. 79 funds tracked by Wall St. Rank hold PHI as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining PLDT position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 4 PLDT shares in Q3 2025, an estimated $87.
  • Steward Partners Investment Advisory first reported a position in PLDT in Q4 2016 and held it in 4 quarters.
  • Steward Partners Investment Advisory's PLDT position peaked at $87 in Q2 2025.
  • 79 funds tracked by Wall St. Rank held PLDT as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.