Algert Global’s Phinia Inc PHIN Stock Holding History

Algert Global’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	$1.57M	Sell	22,880 -18,698	-45%	-$1.31M	0.02%	763
2025 Q4	$2.61M	Buy	41,578 +1,780	+4%	+$98.4K	0.04%	638
2025 Q3	$2.29M	Buy	39,798 +6,060	+18%	+$327K	0.04%	649
2025 Q2	$1.5M	Sell	33,738 -3,480	-9%	-$147K	0.03%	713
2025 Q1	$1.58M	Buy	37,218 +3,480	+10%	+$167K	0.04%	674
2024 Q4	$1.63M	Buy	33,738 +4,146	+14%	+$205K	0.04%	673
2024 Q3	$1.36M	Sell	29,592 -21,613	-42%	-$972K	0.04%	688
2024 Q2	$2.02M	Buy	51,205 +15,755	+44%	+$648K	0.07%	464
2024 Q1	$1.36M	Buy	+35,450	New	+$1.15M	0.05%	536

Other funds holding PHIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Algert Global's PHIN Position: Q1 2026 in Review

Algert Global reduced its Phinia Inc (PHIN) stake by 45% in Q1 2026, selling an estimated $1.31M and leaving 22,880 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #763.

Algert Global first reported a position in PHIN in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.61M in Q4 2025. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

Algert Global held 22,880 shares of Phinia Inc worth $1.57M as of Q1 2026.
Algert Global sold 18,698 Phinia Inc shares in Q1 2026, an estimated $1.31M.
Phinia Inc made up 0.02% of Algert Global's portfolio in Q1 2026, its #763 holding.
Algert Global first reported a position in Phinia Inc in Q1 2024 and has held it in 9 quarters since.
Algert Global's Phinia Inc position peaked at $2.61M in Q4 2025.
386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.