PHI β€” PLDT INC SPONSORED ADR

Ownership history in Crossmark Global Holdings, Inc.  Β·  5 quarters on record

AI Ownership Summary

Crossmark Global Holdings, Inc. reported PLDT INC SPONSORED ADR (PHI) in 5 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.17% in 2025 Q2. The latest visible filing shows PHI at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crossmark Global Holdings, Inc.'s position in PLDT INC SPONSORED ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PHI was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PHI stock page Crossmark Global Holdings, Inc. fund profile Crossmark Global Holdings, Inc. full holdings
How Crossmark Global Holdings, Inc. held PHI β€” position size vs. price
% of Fund (quarterly)    PHI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 473,536 +5,214 +1.1% 0.15% $10.3M 2026-02-14 (Est.) $23.07
2025 Q3 REDUCED 468,322 -15,011 -3.1% 0.13% $8.8M 2025-11-12 $19.87
2025 Q2 ADDED 483,333 +213,950 +79.4% 0.17% $10.5M 2025-08-08 $22.53
2025 Q1 REDUCED 269,383 -71,191 -20.9% 0.10% $5.9M 2025-04-30 $22.61
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding PHI

As of 2026 Q1 β€” sorted by position size

GAMMA Investing LLC 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0% Bell Investment Advisors, Inc 3Y 0.0% Farther Finance Advisors, LLC 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% Abound Wealth Management 0.0% Trust Co 3Y 7Y 0.0%

FAQ About Crossmark Global Holdings, Inc. and PHI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crossmark Global Holdings, Inc. reported owning PHI?

Crossmark Global Holdings, Inc. reported PHI across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported PHI position in Crossmark Global Holdings, Inc.'s portfolio?

The largest reported portfolio weight for PHI was 0.17% in 2025 Q2.

What is the latest reported PHI position on this page?

The most recent filing on this page is 2025 Q4, when Crossmark Global Holdings, Inc. reported 473,536 shares, equal to 0.15% of portfolio, with an estimated market value of $10.3M.

What does the chart on this PHI ownership page compare?

The chart compares Crossmark Global Holdings, Inc.'s quarterly PHI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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