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Acorn Financial Advisory Services’s Phinia Inc PHIN Stock Holding History

Acorn Financial Advisory Services’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 		$443K Sell
5,373
-385
-7% -$29.5K 0.06% 144
2026
Q1 		$394K Sell
5,758
-58
-1% -$4.05K 0.05% 141
2025
Q4 		$365K Buy
5,816
+155
+3% +$8.57K 0.05% 139
2025
Q3 		$325K Sell
5,661
-282
-5% -$15.2K 0.05% 153
2025
Q2 		$264K Sell
5,943
-153
-3% -$6.46K 0.04% 169
2025
Q1 		$259K Sell
6,096
-253
-4% -$12.1K 0.05% 160
2024
Q4 		$306K Sell
6,349
-238
-4% -$11.8K 0.05% 162
2024
Q3 		$303K Sell
6,587
-101
-2% -$4.54K 0.05% 161
2024
Q2 		$263K Sell
6,688
-121
-2% -$4.98K 0.05% 171
2024
Q1 		$262K Buy
+6,809
New +$222K 0.05% 175

Other funds holding PHIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Acorn Financial Advisory Services's PHIN Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Phinia Inc (PHIN) stake by 6.7% in Q2 2026, selling an estimated $29.5K and leaving 5,373 shares worth $443K. The position accounts for 0.06% of the portfolio, ranked #144.

Acorn Financial Advisory Services first reported a position in PHIN in Q1 2024 and has held it in 10 quarters since. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Acorn Financial Advisory Services held 5,373 shares of Phinia Inc worth $443K as of Q2 2026.
  • Acorn Financial Advisory Services sold 385 Phinia Inc shares in Q2 2026, an estimated $29.5K.
  • Phinia Inc made up 0.06% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #144 holding.
  • Acorn Financial Advisory Services first reported a position in Phinia Inc in Q1 2024 and has held it in 10 quarters since.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.