Position in PHK
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$298,283
-$100,625 QoQ
Shares Held
64,424
-21.5% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PHK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MML INVESTORS SERVICES, LLC holds $185,549,936 across 135 Asset Management names. PHK ranks #71 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
54,918 | $52,815,189 | |
| 2 | AMP |
Ameriprise Financial Inc
|
27,074 | $12,031,685 | |
| 3 | BX |
Blackstone Inc.
|
98,063 | $11,276,264 | |
| 4 | GOF |
Guggenheim Strategic Opportunities Fund
|
842,008 | $9,278,928 | |
| 5 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
959,669 | $8,176,379 | |
| 6 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
399,182 | $5,456,817 | |
| 7 | KKR |
KKR & Co. Inc.
|
47,216 | $4,367,480 | |
| 8 | TROW |
Price T Rowe Group Inc
|
47,688 | $4,298,596 |
All Filings in PHK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $298,283 | 64,424 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $398,908 | 82,080 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $379,639 | 76,080 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $326,620 | 68,046 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $301,077 | 61,570 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $227,739 | 46,860 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $146,640 | 29,328 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $142,681 | 29,602 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $136,472 | 27,626 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $172,668 | 34,603 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $191,253 | 43,270 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $284,465 | 56,893 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $241,047 | 50,534 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $277,490 | 58,666 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $255,280 | 54,899 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $228,896 | 44,274 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $221,639 | 38,346 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $256,854 | 41,765 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $233,314 | 37,152 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $205,993 | 30,116 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $195,203 | 28,962 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $159,574 | 26,376 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $184,481 | 33,726 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $202,768 | 37,830 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $343,176 | 70,036 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||