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Advisory Research’s Phinia Inc PHIN Stock Holding History

Advisory Research’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 		– Sell
-37,203
Closed -$2.55M – 139
2026
Q1 		$2.55M Sell
37,203
-232,422
-86% -$16.2M 0.31% 62
2025
Q4 		$16.9M Sell
269,625
-4,305
-2% -$238K 2.12% 16
2025
Q3 		$15.7M Sell
273,930
-55,587
-17% -$3M 2.07% 17
2025
Q2 		$14.7M Sell
329,517
-114,773
-26% -$4.84M 2.25% 14
2025
Q1 		$18.9M Buy
444,290
+29,150
+7% +$1.4M 3.32% 5
2024
Q4 		$20M Buy
415,140
+44,690
+12% +$2.21M 3.32% 4
2024
Q3 		$17.1M Buy
370,450
+59,460
+19% +$2.68M 3.03% 3
2024
Q2 		$12.2M Buy
310,990
+160,415
+107% +$6.6M 2.3% 11
2024
Q1 		$5.79M Buy
+150,575
New +$4.9M 1.15% 29

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

Advisory Research's PHIN Position: Q2 2026 in Review

Advisory Research sold out of Phinia Inc (PHIN) in Q2 2026, closing a stake of 37,203 shares — an estimated $2.55M sold.

Advisory Research first reported a position in PHIN in Q1 2024 and held it in 9 quarters. The position peaked at $20M in Q4 2024. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Advisory Research reported no remaining Phinia Inc position as of Q2 2026 after selling out during the quarter.
  • Advisory Research sold 37,203 Phinia Inc shares in Q2 2026, an estimated $2.55M.
  • Advisory Research first reported a position in Phinia Inc in Q1 2024 and held it in 9 quarters.
  • Advisory Research's Phinia Inc position peaked at $20M in Q4 2024.
  • 393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.