Superior Planning, LLC’s Phinia Inc PHIN Stock Holding History

Superior Planning, LLC’s Portfolio PHIN Stock Details PHIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.26K	Buy	+38	New	+$2.73K	﹤0.01%	1524

Other funds holding PHIN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 26.21% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's PHIN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Phinia Inc (PHIN) in Q3 2026: 38 shares worth $2.26K. The stake represents ﹤0.01% of the portfolio and ranks #1524 among its holdings.

254 funds tracked by Wall St. Rank hold PHIN as of Q3 2026.

Superior Planning, LLC held 38 shares of Phinia Inc worth $2.26K as of Q3 2026.
Phinia Inc was a new Superior Planning, LLC position in Q3 2026.
Phinia Inc made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1524 holding.
254 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.