Rothwell Investment Advisors, LLC’s Phinia Inc PHIN Stock Holding History

Rothwell Investment Advisors, 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	$8.96K	Buy	+151	New	+$10.8K	﹤0.01%	795

Other funds holding PHIN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Banyan Capital Management Atlanta, Georgia $233M AUM 4.24% 1-Year Est. Return

Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Rothwell Investment Advisors, LLC's PHIN Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Phinia Inc (PHIN) in Q3 2026: 151 shares worth $8.96K. The stake represents ﹤0.01% of the portfolio and ranks #795 among its holdings.

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

Rothwell Investment Advisors, LLC held 151 shares of Phinia Inc worth $8.96K as of Q3 2026.
Phinia Inc was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Phinia Inc made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #795 holding.
171 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.