Sequoia Financial Advisors, LLC PHI — PLDT INC

Ownership history in Sequoia Financial Advisors, LLC  ·  10 quarters on record

AI Ownership Summary

Sequoia Financial Advisors, LLC reported PLDT INC (PHI) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows PHI at 0.00% 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.

What this PHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sequoia Financial Advisors, LLC's position in PLDT INC, 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
2026 Q1

PHI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Sequoia Financial Advisors, LLC fund profile Sequoia Financial Advisors, LLC full holdings
How Sequoia Financial Advisors, LLC held PHI — position size vs. price
% of Fund (quarterly)    PHI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 23,983 +190 +0.8% 0.00% $505K 2026-04-30 $20.24
2025 Q4 ADDED — — — 23,793 +9,801 +70.0% 0.00% $517K 2026-02-03 $22.70
2025 Q3 ADDED — — — 13,992 +50 +0.4% 0.00% $262K 2025-10-29 $18.09
2025 Q2 ADDED — — — 13,942 +1,205 +9.5% 0.00% $303K 2025-07-25 $22.23
2025 Q1 ADDED — — — 12,737 +1,108 +9.5% 0.00% $279K 2025-04-23 $22.16
2024 Q4 ADDED — — — 11,629 +1,310 +12.7% 0.00% $258K 2025-02-07 $21.43
2024 Q3 REDUCED — — — 10,319 -120 -1.1% 0.00% $277K 2024-10-21 $23.92
2024 Q2 ADDED — — — 10,439 +1,719 +19.7% 0.00% $256K 2024-07-15 $23.78
2024 Q1 ADDED — — — 8,720 +72 +0.8% 0.00% $215K 2024-04-30 $21.44
2023 Q4 INITIATED — — — 8,648 — — 0.00% $203K 2024-01-26 $19.82

🏢 Other funds also holding PHI

As of 2026 Q1 — sorted by position size

Brooklyn Investment Group 0.01% Ethic Inc. 3Y 0.0% GAMMA Investing LLC 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% Blue Trust, Inc. 3Y 0.0% SBI Securities Co., Ltd. 0.0% True Wealth Design, LLC 3Y 0.0% Physician Wealth Advisors, Inc. 3Y 0.0% Bell Investment Advisors, Inc 3Y 0.0%

FAQ About Sequoia Financial Advisors, LLC and PHI

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

How long has Sequoia Financial Advisors, LLC reported owning PHI?

Sequoia Financial Advisors, LLC reported PHI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PHI position in Sequoia Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for PHI was 0.00% in 2024 Q2.

What is the latest reported PHI position on this page?

The most recent filing on this page is 2026 Q1, when Sequoia Financial Advisors, LLC reported 23,983 shares, equal to 0.00% of portfolio, with an estimated market value of $505K.

What does the chart on this PHI ownership page compare?

The chart compares Sequoia Financial Advisors, LLC'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.

How well did Sequoia Financial Advisors, LLC time their PHI position?

Based on 13F filing dates vs. subsequent PHI price moves, Sequoia Financial Advisors, LLC correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on PHI relative to SPY over the holding period was -15.7%.

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