Amalgamated Bank
PHIN icon

Amalgamated Bank’s Phinia Inc PHIN Stock Holding History

Amalgamated Bank’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
Q3 		$565K Sell
9,512
-436
-4% -$31.3K ﹤0.01% 1301
2026
Q2 		$819K Sell
9,948
-970
-9% -$74.3K 0.01% 1195
2026
Q1 		$747K Sell
10,918
-334
-3% -$23.3K 0.01% 1184
2025
Q4 		$705K Buy
11,252
+237
+2% +$13.1K 0.01% 1196
2025
Q3 		$633K Sell
11,015
-378
-3% -$20.4K ﹤0.01% 1227
2025
Q2 		$507K Sell
11,393
-283
-2% -$11.9K ﹤0.01% 1275
2025
Q1 		$495K Sell
11,676
-616
-5% -$29.5K ﹤0.01% 1256
2024
Q4 		$592K Sell
12,292
-536
-4% -$26.5K ﹤0.01% 1246
2024
Q3 		$590K Sell
12,828
-1,179
-8% -$53K ﹤0.01% 1241
2024
Q2 		$551K Sell
14,007
-7,869
-36% -$324K ﹤0.01% 1265
2024
Q1 		$841K Sell
21,876
-1,922
-8% -$62.6K 0.01% 1116
2023
Q4 		$721K Sell
23,798
-3,124
-12% -$83.8K 0.01% 1288
2023
Q3 		$721K Buy
+26,922
New +$746K 0.01% 1255

Other funds holding PHIN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Banyan Capital Management
Banyan Capital Management Atlanta, Georgia $233M AUM 4.24% 1-Year Est. Return

Amalgamated Bank's PHIN Position: Q3 2026 in Review

Amalgamated Bank reduced its Phinia Inc (PHIN) stake by 4.4% in Q3 2026, selling an estimated $31.3K and leaving 9,512 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Amalgamated Bank first reported a position in PHIN in Q3 2023 and has held it in 13 quarters since. The position peaked at $841K in Q1 2024. 204 funds tracked by Wall St. Rank hold PHIN as of Q3 2026.

  • Amalgamated Bank held 9,512 shares of Phinia Inc worth $565K as of Q3 2026.
  • Amalgamated Bank sold 436 Phinia Inc shares in Q3 2026, an estimated $31.3K.
  • Phinia Inc made up ﹤0.01% of Amalgamated Bank's portfolio in Q3 2026, its #1301 holding.
  • Amalgamated Bank first reported a position in Phinia Inc in Q3 2023 and has held it in 13 quarters since.
  • Amalgamated Bank's Phinia Inc position peaked at $841K in Q1 2024.
  • 204 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2026.

Based on Amalgamated Bank's 13F filing for Q3 2026, filed 23 Oct 2026.