Perigon Wealth Management, LLC has opened a new $27.1M position in $PHO, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $PHO.
$PHO Hedge Fund Activity
We have seen 140 institutional investors add shares of $PHO stock to their portfolio, and 120 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PERIGON WEALTH MANAGEMENT, LLC added 384,283 shares (+inf%) to their portfolio in Q4 2025, for an estimated $27,057,173
- LPL FINANCIAL LLC added 85,246 shares (+10.4%) to their portfolio in Q3 2025, for an estimated $6,147,089
- STRIVE ASSET MANAGEMENT, LLC removed 74,004 shares (-99.9%) from their portfolio in Q3 2025, for an estimated $5,336,428
- POLIANTA LTD removed 67,900 shares (-30.6%) from their portfolio in Q4 2025, for an estimated $4,780,805
- BANK OF AMERICA CORP /DE/ added 34,972 shares (+2.2%) to their portfolio in Q3 2025, for an estimated $2,521,830
- CITADEL ADVISORS LLC removed 29,860 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $2,153,204
- OSAIC HOLDINGS, INC. added 23,435 shares (+11.2%) to their portfolio in Q3 2025, for an estimated $1,689,897
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $PHO ticker page for more data.
