Position in PHYS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$3,021,649
+$214,949 QoQ
Shares Held
85,261
+0.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PHYS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Guardian Partners Inc. holds $39,571,832 across 5 Asset Management names. PHYS ranks #3 (7.6% of the industry book) .
All Filings in PHYS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,021,649 | 85,261 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,806,700 | 85,000 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||