Filer Snapshot

Phoenix Financial Ltd.

CIK 0001679543. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

77

Latest filing

20 Aug 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$14.63B

520 holdings for Q2 2026

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Largest parsed holding

TEVA

$1.45B reported value

Open holding

13D/G large stake

ICL

13 Aug 2026 · 5% ownership

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Insider / owner context

Stellus Private Credit BDC

21 May 2024 · $5.76M

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Source: SEC Schedule 13D/G

SCHEDULE 13G/A filed on 20 Aug 2026 for CIK 0001679543.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$14.63B

Quarterly institutional holdings reported on Form 13F; not total AUM.

Forms 3/4/5 positions$5.76M

Reporting-owner positions with enough filing detail to estimate value.

Latest reported 13F value

13F
$14.63B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Forms 3/4/5 position value

3/4/5
$5.76M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest 13F holdings

13F
TEVA TSEM XLI IXN TSM
+15 moreRSP NVDA AMZN NVMI VONV ITA GOOG ESLT MSFT IXJ PANW AVGO ACWI AAPL NET

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

Stellus Private Credit BDC

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

TEVA TSEM XLI IXN TSM RSP NVDA AMZN
+12 moreNVMI VONV ITA GOOG ESLT MSFT IXJ PANW AVGO ACWI AAPL NET

Largest active 13D stakes

Active large-stake positions disclosed in parsed Schedule 13D filings.

PERI

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

TSEM TEVA ENLT ICL CAMT NYAX
+12 moreGILT TATT PERI SSYS SMWB KMDA ELLO ODYS SLGL CSTE CTV Ares Core Infrastructure Fund
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
53 Derech Ha'shalom St., Givatayim, 53454
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Incorporated in
Israel
Fiscal year end
31 December
Former names on EDGAR
Phoenix Holdings Ltd. (to 30 Aug 2024)

Filer intelligence

What SEC filings say about Phoenix Financial Ltd.

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $14.63B across 520 reported holdings for Q2 2026.
  • Largest parsed 13F holding: TEVA at $1.45B.
  • 5 recent 13D/G stake rows found; top row is ICL at 5% ownership.
  • Forms 3/4/5 show insider context for Stellus Private Credit BDC worth $5.76M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 520 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes 5 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 2 rows

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q2 2026 - 11 Aug 2026

Top 5 concentration

29%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$4.28B

Compared with $14.63B total 13F value.

Top 5 net change

+$824.21M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: TSM · Largest trim: AMZN

TEVA TSEM XLI IXN TSM Other holdings

TEVA

9.9%

Teva Pharmaceutical Inds Ltd

$1.45B

TSEM

6.2%

Tower Semiconductor Ltd

$913.65M

XLI

5.4%

Select Sector Spdr Tr

$784.34M

IXN

4%

Ishares Tr

$578.66M

TSM

3.8%

Taiwan Semiconductor Manufac

$553M

13D/G large-stake context

ICL

13 Aug 2026 · Ordinary Shares, par value NIS 1.00 per share

5%
Issuer page 13D/G history

KMDA

13 Aug 2026 · Ordinary Shares, par value NIS 1.00 each

4.6%
Issuer page 13D/G history

CAMT

06 Aug 2026 · Ordinary Shares NIS 0.01 par value

5.1%
Issuer page 13D/G history

NYAX

05 Aug 2026 · Ordinary shares, par value NIS 0.001 per share

4.9%
Issuer page 13D/G history

Forms 3/4/5 insider context

Stellus Private Credit BDC

21 May 2024 · 10% owner

$5.76M
Issuer page Owner page

Ares Core Infrastructure Fund

20 Feb 2025 · 10% owner

Issuer page Owner page

Latest update

What changed recently for Phoenix Financial Ltd.

New filing available

Latest Schedule 13D/G period: 13 Aug 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

20 Aug 2026

Page type

Filer profile

Latest period

13 Aug 2026

Schedule 13D/G context is visible from filings filed on 20 Aug 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Phoenix Financial Ltd. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest Schedule 13D/G period: 13 Aug 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001679543 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
77
First seen
20 Feb 2018
Latest filing
20 Aug 2026
Entity
Company

Observed form types

13F-HR 13F-HR/A 13F-NT 3 4 SCHEDULE 13D SCHEDULE 13G SCHEDULE 13G/A

CIK-linked evidence first

Phoenix Financial Ltd. SEC filings Phoenix Financial Ltd. 13F portfolio Phoenix Financial Ltd. 13D/G history Phoenix Financial Ltd. owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 77 SEC filings for Phoenix Financial Ltd..

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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
20 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
20 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
11 Aug 2026
Reporting date
Not listed
SEC evidence
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13F-HR

13F-HR filing

Filing date
11 Aug 2026
Reporting date
30 Jun 2026
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
05 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
09 Jun 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
09 Jun 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
27 May 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
12 May 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
12 May 2026
Reporting date
Not listed
SEC evidence
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13F-HR

13F-HR filing

Filing date
11 May 2026
Reporting date
31 Mar 2026
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
07 Apr 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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