Stifel Financial
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Stifel Financial’s Phathom Pharmaceuticals PHAT Stock Holding History

Stifel Financial’s Portfolio PHAT Stock Details PHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$573K Sell
52,832
-1,207
-2% -$13.8K ﹤0.01% 2895
2026
Q1 		$600K Buy
54,039
+2,378
+5% +$30K ﹤0.01% 2754
2025
Q4 		$857K Buy
51,661
+31,794
+160% +$454K ﹤0.01% 2543
2025
Q3 		$234K Sell
19,867
-600
-3% -$6.19K ﹤0.01% 3260
2025
Q2 		$196K Buy
20,467
+3,069
+18% +$17K ﹤0.01% 3263
2025
Q1 		$109K Buy
+17,398
New +$106K ﹤0.01% 3288

Other funds holding PHAT

FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
MVM
Medicxi Ventures Management St. Helier, Jersey $177M AUM 212.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

Stifel Financial's PHAT Position: Q2 2026 in Review

Stifel Financial reduced its Phathom Pharmaceuticals (PHAT) stake by 2.2% in Q2 2026, selling an estimated $13.8K and leaving 52,832 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #2895.

Stifel Financial first reported a position in PHAT in Q1 2025 and has held it in 6 quarters since. The position peaked at $857K in Q4 2025. 162 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • Stifel Financial held 52,832 shares of Phathom Pharmaceuticals worth $573K as of Q2 2026.
  • Stifel Financial sold 1,207 Phathom Pharmaceuticals shares in Q2 2026, an estimated $13.8K.
  • Phathom Pharmaceuticals made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2895 holding.
  • Stifel Financial first reported a position in Phathom Pharmaceuticals in Q1 2025 and has held it in 6 quarters since.
  • Stifel Financial's Phathom Pharmaceuticals position peaked at $857K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.