Skip to content
Disclosery

Phoenix Financial Ltd.: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Phoenix Financial Ltd. on XLF, newest first. How the timeline and the estimate are built.

Phoenix Financial Ltd. held 1,702,899 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,702,899 shares
    Change vs previous 13F -599,482 shares

    0.62% of the 13F portfolio, value $91,289,732.

    13F-HR 0001178913-26-004030 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,302,381 shares
    Change vs previous 13F +983,239 shares

    1.08% of the 13F portfolio, value $113,667,366.

    13F-HR 0001178913-26-002511 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,319,142 shares
    Change vs previous 13F -169,269 shares

    0.78% of the 13F portfolio, value $72,247,926.

    13F-HR 0001178913-26-000305 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 1,488,411 shares
    Change vs previous 13F -1,550,023 shares

    0.98% of the 13F portfolio, value $80,178,616.

    13F-HR/A 0001178913-25-003791 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,038,434 shares
    Change vs previous 13F -1,038,740 shares

    2.1% of the 13F portfolio, value $159,119,399.

    13F-HR 0001178913-25-002533 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,077,174 shares
    Change vs previous 13F -6,870,829 shares

    3.11% of the 13F portfolio, value $203,080,499.

    13F-HR 0001178913-25-001625 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,948,003 shares
    Change vs previous 13F -1,161,309 shares

    7.22% of the 13F portfolio, value $529,114,183.

    13F-HR 0001178913-25-000450 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,109,312 shares
    Change vs previous 13F not available

    8.11% of the 13F portfolio, value $548,791,439.

    13F-HR 0001178913-24-003477 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).