AG
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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
Q2 		$3.53M Buy
42,830
+19,950
+87% +$1.53M 0.04% 673
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
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

Algert Global's PHIN Position: Q2 2026 in Review

Algert Global increased its Phinia Inc (PHIN) stake by 87% in Q2 2026, buying an estimated $1.53M and bringing the position to 42,830 shares worth $3.53M. The position accounts for 0.04% of the portfolio, ranked #673.

Algert Global first reported a position in PHIN in Q1 2024 and has held it in 10 quarters since. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Algert Global held 42,830 shares of Phinia Inc worth $3.53M as of Q2 2026.
  • Algert Global bought 19,950 Phinia Inc shares in Q2 2026, an estimated $1.53M.
  • Phinia Inc made up 0.04% of Algert Global's portfolio in Q2 2026, its #673 holding.
  • Algert Global first reported a position in Phinia Inc in Q1 2024 and has held it in 10 quarters since.
  • 393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.