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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisory Research's PHIN Position: Q1 2026 in Review

Advisory Research reduced its Phinia Inc (PHIN) stake by 86% in Q1 2026, selling an estimated $16.2M and leaving 37,203 shares worth $2.55M. The position accounts for 0.31% of the portfolio, ranked #62.

Advisory Research first reported a position in PHIN in Q1 2024 and has held it in 9 quarters since. The position peaked at $20M in Q4 2024. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • Advisory Research held 37,203 shares of Phinia Inc worth $2.55M as of Q1 2026.
  • Advisory Research sold 232,422 Phinia Inc shares in Q1 2026, an estimated $16.2M.
  • Phinia Inc made up 0.31% of Advisory Research's portfolio in Q1 2026, its #62 holding.
  • Advisory Research first reported a position in Phinia Inc in Q1 2024 and has held it in 9 quarters since.
  • Advisory Research's Phinia Inc position peaked at $20M in Q4 2024.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.