Phoenix Financial Ltd.
All 13F Filings
- Location
- Givatayim, L3
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 9,227,045
- Description
- Givatayim Israel based relationship driven wealth allocation platform with an international corporate framework and a pragmatic and allocation disciplined investment mandate. The approach emphasizes active stewardship and governance oversight, cross border allocation discipline, and planning integrated mandate design for private client and family mandates. Implementation focuses on stability, transparency, and repeatable investment decision routines through portfolio design accountability and risk accountability.
- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/5/2026 | 466 | 9,227,045 | 13F-HR | Phoenix Financial Ltd. |
| Q3 2025 | 11/13/2025 | 462 | 8,205,256 | 13F-HR/A - NEW HOLDINGS | Phoenix Financial Ltd. |
| Q3 2025 | 11/13/2025 | 426 | 7,503,423 | 13F-HR/A - RESTATEMENT | Phoenix Financial Ltd. |
| Q3 2025 | 11/3/2025 | 434 | 7,521,901 | 13F-HR | Phoenix Financial Ltd. |
| Q2 2025 | 7/30/2025 | 425 | 7,580,153 | 13F-HR | Phoenix Financial Ltd. |
| Q1 2025 | 5/7/2025 | 371 | 6,533,328 | 13F-HR | Phoenix Financial Ltd. |
| Q4 2024 | 2/13/2025 | 365 | 7,332,164 | 13F-HR | Phoenix Financial Ltd. |
| Q3 2024 | 11/5/2024 | 367 | 6,769,936 | 13F-HR | Phoenix Financial Ltd. |
| Q2 2024 | 8/12/2024 | 356 | 6,568,337 | 13F-HR | Phoenix Holdings Ltd. |
| Q1 2024 | 5/15/2024 | 424 | 7,238,146 | 13F-HR | Phoenix Holdings Ltd. |
| Q4 2023 | 2/14/2024 | 349 | 6,044,865 | 13F-HR | Phoenix Holdings Ltd. |
| Q3 2023 | 12/4/2023 | 323 | 5,457,628 | 13F-HR/A - NEW HOLDINGS | Phoenix Holdings Ltd. |
| Q3 2023 | 12/4/2023 | 322 | 5,456,702 | 13F-HR/A - RESTATEMENT | Phoenix Holdings Ltd. |
| Q3 2023 | 11/13/2023 | 321 | 5,358,773 | 13F-HR | Phoenix Holdings Ltd. |
| Q2 2023 | 8/7/2023 | 310 | 4,893,046 | 13F-HR | Phoenix Holdings Ltd. |
| Q1 2023 | 5/11/2023 | 294 | 4,474,732 | 13F-HR | Phoenix Holdings Ltd. |
| Q4 2022 | 2/13/2023 | 287 | 5,164,791 | 13F-HR | Phoenix Holdings Ltd. |
| Q3 2022 | 11/10/2022 | 349 | 4,538,043 | 13F-HR | Phoenix Holdings Ltd. |
| Q2 2022 | 8/15/2022 | 376 | 4,889,788 | 13F-HR | Phoenix Holdings Ltd. |
| Q1 2022 | 5/10/2022 | 404 | 5,945,973 | 13F-HR | Phoenix Holdings Ltd. |
| Q4 2021 | 2/7/2022 | 380 | 6,068,118 | 13F-HR | Phoenix Holdings Ltd. |
| Q3 2021 | 10/27/2021 | 412 | 5,769,103 | 13F-HR | Phoenix Holdings Ltd. |
| Q2 2021 | 8/10/2021 | 294 | 5,254,951 | 13F-HR | Phoenix Holdings Ltd. |
| Q1 2021 | 5/10/2021 | 395 | 4,424,442 | 13F-HR | Phoenix Holdings Ltd. |
| Q4 2020 | 2/11/2021 | 364 | 3,732,349 | 13F-HR | Phoenix Holdings Ltd. |
| Q3 2020 | 11/10/2020 | 316 | 2,388,934 | 13F-HR | Phoenix Holdings Ltd. |
| Q2 2020 | 8/10/2020 | 308 | 2,358,769 | 13F-HR | Phoenix Holdings Ltd. |
| Q1 2020 | 5/20/2020 | 302 | 1,973,895 | 13F-HR | Phoenix Holdings Ltd. |
| Q4 2019 | 2/18/2020 | 196 | 2,392,338 | 13F-HR | Phoenix Holdings Ltd. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
144
(0.0% of total reported value)
· QoQ Δ:
-74
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.162 M | 88.5% | 1.696 M | 0 | 1.696 M |
| ETFs | 1.064 M | 11.5% | 28.1 K | 0 | 28.1 K |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
9,227,045
Holdings
466
QoQ value change ($000)
1,723,622
(23.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.