West Branch Capital’s Philips PHG Stock Holding History

West Branch Capital’s Portfolio PHG Stock Details PHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.35K	Buy	+123	New	+$3.26K	﹤0.01%	287
2024 Q4	–	Sell	-1	Closed	-$29	–	605
2024 Q3	$29	Buy	+1	New	+$27	﹤0.01%	622

Other funds holding PHG

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

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return