RAFFA WEALTH MANAGEMENT, LLC’s PLDT PHI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$561	Hold	32	–	–	﹤0.01%	1169
2026 Q1	$673	Hold	32	–	–	﹤0.01%	1027
2025 Q4	$696	Hold	32	–	–	﹤0.01%	1013
2025 Q3	$598	Hold	32	–	–	﹤0.01%	1022
2025 Q2	$696	Hold	32	–	–	﹤0.01%	940
2025 Q1	$700	Hold	32	–	–	﹤0.01%	902
2024 Q4	$709	Hold	32	–	–	﹤0.01%	940
2024 Q3	$860	Hold	32	–	–	﹤0.01%	880
2024 Q2	$786	Hold	32	–	–	﹤0.01%	962
2024 Q1	$789	Hold	32	–	–	﹤0.01%	950
2023 Q4	$750	Hold	32	–	–	﹤0.01%	898
2023 Q3	$661	Hold	32	–	–	﹤0.01%	888
2023 Q2	$748	Hold	32	–	–	﹤0.01%	878
2023 Q1	$808	Hold	32	–	–	﹤0.01%	849
2022 Q4	$730	Hold	32	–	–	﹤0.01%	863
2022 Q3	$810	Hold	32	–	–	﹤0.01%	869
2022 Q2	$973	Hold	32	–	–	﹤0.01%	827
2022 Q1	$1.12K	Hold	32	–	–	﹤0.01%	821
2021 Q4	$1.14K	Hold	32	–	–	﹤0.01%	822
2021 Q3	$1.04K	Hold	32	–	–	﹤0.01%	808
2021 Q2	$841	Buy	32 +13	+68%	+$346	﹤0.01%	905
2021 Q1	$497	Buy	+19	New	+$532	﹤0.01%	1054

Other funds holding PHI

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's PHI Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its PLDT (PHI) position steady in Q2 2026 at 32 shares worth $561. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PHI in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.14K in Q4 2021. 24 funds tracked by Wall St. Rank hold PHI as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 32 shares of PLDT worth $561 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its PLDT share count unchanged in Q2 2026.
PLDT made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1169 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in PLDT in Q1 2021 and has held it in 22 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's PLDT position peaked at $1.14K in Q4 2021.
24 funds tracked by Wall St. Rank held PLDT as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.