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

70

Latest filing

27 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$10.54B

485 holdings for Q1 2026

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Largest parsed holding

TEVA

$1.29B reported value

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13D/G large stake

NYAX

12 May 2026 · 5.3% 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 filed on 27 May 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$10.54B

Quarterly institutional holdings reported on Form 13F.

Forms 3/4/5 positions$5.76M

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

Latest reported 13F value

13F
$10.54B

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

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.

Largest 13F holdings

13F
TEVA TSEM XLI AMZN IXN
+15 moreRSP IXJ NVDA GOOG MSFT NVMI XLV VONV ESLT AAPL EXE ACWI EMR MCHI IYF

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

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 AMZN IXN RSP IXJ NVDA
+12 moreGOOG MSFT NVMI XLV VONV ESLT AAPL EXE ACWI EMR MCHI IYF

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.

TEVA ENLT ICL NYAX GILT TATT
+9 morePERI SSYS SMWB ELLO ODYS CSTE CTV KMDA Ares Core Infrastructure Fund
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP 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 $10.54B across 485 reported holdings for Q1 2026.
  • Largest parsed 13F holding: TEVA at $1.29B.
  • 5 recent 13D/G stake rows found; top row is NYAX at 5.3% 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 485 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.

Q1 2026 - 11 May 2026

Top 5 concentration

30%

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

Top 5 reported value

$3.17B

Compared with $10.54B total 13F value.

Top 5 net change

+$311.17M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: IXN · Largest trim: XLI

TEVA TSEM XLI AMZN IXN Other holdings

TEVA

12.2%

Teva Pharmaceutical Inds Ltd

$1.29B

TSEM

5.6%

Tower Semiconductor Ltd

$595M

XLI

4.3%

Select Sector Spdr Tr

$456.15M

AMZN

4%

Amazon Com Inc

$425.57M

IXN

3.8%

Ishares Tr

$400.39M

13D/G large-stake context

NYAX

12 May 2026 · Ordinary shares, par value NIS 0.001 per share

5.3%
Issuer page 13D/G history

TATT

31 Mar 2026 · Ordinary Shares, NIS 0.90 par value

8.8%
Issuer page 13D/G history

ENLT

31 Mar 2026 · Ordinary Shares, nominal value NIS 0.1 per share

6.7%
Issuer page 13D/G history

ICL

31 Mar 2026 · Ordinary Shares, par value NIS 1.00 per share

5.9%
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: 12 May 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

27 May 2026

Page type

Filer profile

Latest period

12 May 2026

Schedule 13D/G context is visible from filings filed on 27 May 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: 12 May 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
70
First seen
20 Feb 2018
Latest filing
27 May 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 70 SEC filings for Phoenix Financial Ltd..

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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
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
26 Mar 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

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

SCHEDULE 13G/A filing

Filing date
24 Feb 2026
Reporting date
Not listed
SEC evidence
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13F-HR

13F-HR filing

Filing date
05 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

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

SCHEDULE 13G/A filing

Filing date
06 Jan 2026
Reporting date
Not listed
SEC evidence
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Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
06 Jan 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
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