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SVB Wealth’s PLDT PHI Stock Holding History

SVB Wealth’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
Q2 		– Sell
-2,119
Closed -$46.3K – 1298
2025
Q1 		$46.3K Buy
+2,119
New +$49K ﹤0.01% 563

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

SVB Wealth's PHI Position: Q2 2025 in Review

SVB Wealth sold out of PLDT (PHI) in Q2 2025, closing a stake of 2,119 shares — an estimated $46.3K sold.

SVB Wealth first reported a position in PHI in Q1 2025 and held it in 1 quarter. The position peaked at $46.3K in Q1 2025. 86 funds tracked by Wall St. Rank hold PHI as of Q2 2025.

  • SVB Wealth reported no remaining PLDT position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 2,119 PLDT shares in Q2 2025, an estimated $46.3K.
  • SVB Wealth first reported a position in PLDT in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's PLDT position peaked at $46.3K in Q1 2025.
  • 86 funds tracked by Wall St. Rank held PLDT as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.