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Manager record

Phoenix Financial Ltd.

Givatayim, L3 · CIK 1679543 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$14.64BReported 13F valueQ2 2026 · as filed
700Holdings listed
+38.8%vs prior quartervalue change includes market moves
5Quarters on record
Aug 11Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $7.6B$7.6BQ2 2025614 holdingsQ3 2025: $15.7B$15.7BQ3 20251,272 holdingsQ4 2025: $9.2B$9.2BQ4 2025671 holdingsQ1 2026: $10.5B$10.5BQ1 2026691 holdingsQ2 2026: $14.6B$14.6BQ2 2026700 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 11 2026 13F-HR · period Q2 2026

$14.64B · 700 holdings listed · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$10.55B · 691 holdings listed · View original SEC filing ↗
Feb 05 2026 13F-HR · period Q4 2025

$9.23B · 671 holdings listed · View original SEC filing ↗
Nov 13 2025 13F-HR/A · period Q3 2025

$8.21B · 658 holdings listed · amendment (new holdings) · View original SEC filing ↗
Nov 13 2025 13F-HR/A · period Q3 2025

$7.50B · 614 holdings listed · amendment (restatement) · View original SEC filing ↗
Nov 03 2025 13F-HR · period Q3 2025

$7.52B · 623 holdings listed · View original SEC filing ↗
Jul 30 2025 13F-HR · period Q2 2025

$7.58B · 614 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 11, 2026 · Change methodology