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West Family Investments’s PLDT PHI Stock Holding History

West Family Investments’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
Q1 		– Sell
-11,723
Closed -$255K – 335
2025
Q4 		$255K Sell
11,723
-2,761
-19% -$56.7K 0.06% 283
2025
Q3 		$271K Buy
14,484
+2,652
+22% +$56.9K 0.06% 301
2025
Q2 		$257K Sell
11,832
-2,410
-17% -$54.4K 0.07% 286
2025
Q1 		$311K Buy
14,242
+1,890
+15% +$43.7K 0.12% 167
2024
Q4 		$274K Buy
12,352
+3,659
+42% +$86.9K 0.1% 209
2024
Q3 		$234K Sell
8,693
-379
-4% -$10.1K 0.08% 248
2024
Q2 		$223K Sell
9,072
-11
-0.1% -$266 0.07% 219
2024
Q1 		$224K Sell
9,083
-305
-3% -$7.13K 0.07% 233
2023
Q4 		$220K Buy
+9,388
New +$210K 0.07% 207
2023
Q3 		– Sell
-9,905
Closed -$231K – 250
2023
Q2 		$231K Buy
+9,905
New +$223K 0.09% 202
2023
Q1 		– Sell
-9,876
Closed -$225K – 256
2022
Q4 		$225K Sell
9,876
-2,870
-23% -$75.9K 0.08% 201
2022
Q3 		$322K Sell
12,746
-290
-2% -$8.53K 0.13% 146
2022
Q2 		$397K Sell
13,036
-456
-3% -$16.2K 0.16% 115
2022
Q1 		$474K Buy
13,492
+1,234
+10% +$43.9K 0.13% 123
2021
Q4 		$438K Buy
12,258
+913
+8% +$30.8K 0.12% 140
2021
Q3 		$370K Sell
11,345
-2,553
-18% -$69.2K 0.1% 183
2021
Q2 		$365K Buy
+13,898
New +$369K 0.1% 190

Other funds holding PHI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

West Family Investments's PHI Position: Q1 2026 in Review

West Family Investments sold out of PLDT (PHI) in Q1 2026, closing a stake of 11,723 shares — an estimated $255K sold.

West Family Investments first reported a position in PHI in Q2 2021 and held it in 17 quarters. The position peaked at $474K in Q1 2022. 103 funds tracked by Wall St. Rank hold PHI as of Q1 2026.

  • West Family Investments reported no remaining PLDT position as of Q1 2026 after selling out during the quarter.
  • West Family Investments sold 11,723 PLDT shares in Q1 2026, an estimated $255K.
  • West Family Investments first reported a position in PLDT in Q2 2021 and held it in 17 quarters.
  • West Family Investments's PLDT position peaked at $474K in Q1 2022.
  • 103 funds tracked by Wall St. Rank held PLDT as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.