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PHIN icon

Allworth Financial’s Phinia Inc PHIN Stock Holding History

Allworth Financial’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 		$24.5K Sell
298
-37
-11% -$2.83K ﹤0.01% 3037
2026
Q1 		$22.9K Buy
335
+132
+65% +$9.22K ﹤0.01% 2899
2025
Q4 		$12.7K Buy
203
+23
+13% +$1.27K ﹤0.01% 3097
2025
Q3 		$10.4K Buy
180
+13
+8% +$702 ﹤0.01% 3120
2025
Q2 		$7.44K Sell
167
-16
-9% -$675 ﹤0.01% 3043
2025
Q1 		$8.05K Buy
183
+46
+34% +$2.2K ﹤0.01% 2523
2024
Q4 		$6.97K Sell
137
-4
-3% -$198 ﹤0.01% 2601
2024
Q3 		$6.5K Sell
141
-38
-21% -$1.71K ﹤0.01% 2452
2024
Q2 		$8.03K Buy
179
+96
+116% +$3.95K ﹤0.01% 2317
2024
Q1 		$3.19K Buy
83
+6
+8% +$195 ﹤0.01% 2605
2023
Q4 		$2.33K Sell
77
-4
-5% -$107 ﹤0.01% 2614
2023
Q3 		$2.17K Buy
+81
New +$2.24K ﹤0.01% 2503

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

Allworth Financial's PHIN Position: Q2 2026 in Review

Allworth Financial reduced its Phinia Inc (PHIN) stake by 11% in Q2 2026, selling an estimated $2.83K and leaving 298 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3037.

Allworth Financial first reported a position in PHIN in Q3 2023 and has held it in 12 quarters since. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Allworth Financial held 298 shares of Phinia Inc worth $24.5K as of Q2 2026.
  • Allworth Financial sold 37 Phinia Inc shares in Q2 2026, an estimated $2.83K.
  • Phinia Inc made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3037 holding.
  • Allworth Financial first reported a position in Phinia Inc in Q3 2023 and has held it in 12 quarters since.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.