Abound Wealth Management’s Phinia Inc PHIN Stock Holding History

Abound Wealth Management’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 Q2	$330	Hold	4	–	–	﹤0.01%	1012
2026 Q1	$274	Hold	4	–	–	﹤0.01%	1146
2025 Q4	$251	Hold	4	–	–	﹤0.01%	1105
2025 Q3	$230	Hold	4	–	–	﹤0.01%	1074
2025 Q2	$178	Sell	4 -1	-20%	-$42	﹤0.01%	1084
2025 Q1	$213	Sell	5 -2	-29%	-$96	﹤0.01%	962
2024 Q4	$338	Sell	7 -1	-13%	-$49	﹤0.01%	863
2024 Q3	$369	Buy	8 +1	+14%	+$45	﹤0.01%	931
2024 Q2	$276	Buy	+7	New	+$288	﹤0.01%	1010

Other funds holding PHIN

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Abound Wealth Management's PHIN Position: Q2 2026 in Review

Abound Wealth Management held its Phinia Inc (PHIN) position steady in Q2 2026 at 4 shares worth $330. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Abound Wealth Management first reported a position in PHIN in Q2 2024 and has held it in 9 quarters since. The position peaked at $369 in Q3 2024. 41 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

Abound Wealth Management held 4 shares of Phinia Inc worth $330 as of Q2 2026.
Abound Wealth Management left its Phinia Inc share count unchanged in Q2 2026.
Phinia Inc made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1012 holding.
Abound Wealth Management first reported a position in Phinia Inc in Q2 2024 and has held it in 9 quarters since.
Abound Wealth Management's Phinia Inc position peaked at $369 in Q3 2024.
41 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.