Position in PHK
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$106,235
+$3,058 QoQ
Shares Held
22,945
+8.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PHK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Atria Investments, Inc holds $57,245,901 across 36 Asset Management names. PHK ranks #34 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
14,459 | $13,905,364 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
119,227 | $5,689,512 | |
| 3 | AMP |
Ameriprise Financial Inc
|
8,329 | $3,701,407 | |
| 4 | SEIC |
Sei Investments Co
|
39,457 | $3,096,190 | |
| 5 | RJF |
Raymond James Financial Inc
|
19,096 | $2,764,909 | |
| 6 | APO |
Apollo Global Management, Inc.
|
23,746 | $2,645,779 | |
| 7 | KKR |
KKR & Co. Inc.
|
26,160 | $2,419,800 | |
| 8 | BX |
Blackstone Inc.
|
20,909 | $2,404,325 |
All Filings in PHK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $106,235 | 22,945 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $103,177 | 21,230 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $107,409 | 21,525 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $104,851 | 21,844 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||