Ancora Advisors’s Phinia Inc PHIN Stock Holding History

Ancora Advisors’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	$9.43M	Sell	137,754 -63,420	-32%	-$4.43M	0.2%	120
2025 Q4	$12.6M	Buy	201,174 +18,274	+10%	+$1.01M	0.26%	82
2025 Q3	$10.5M	Sell	182,900 -12,170	-6%	-$657K	0.21%	102
2025 Q2	$8.68M	Buy	195,070 +94,510	+94%	+$3.99M	0.18%	116
2025 Q1	$4.27M	Buy	100,560 +20,110	+25%	+$963K	0.1%	186
2024 Q4	$3.88M	Sell	80,450 -47,250	-37%	-$2.33M	0.09%	194
2024 Q3	$5.88M	Sell	127,700 -53,720	-30%	-$2.42M	0.13%	147
2024 Q2	$7.14M	Sell	181,420 -15,040	-8%	-$619K	0.18%	113
2024 Q1	$7.55M	Buy	196,460 +8,040	+4%	+$262K	0.17%	108
2023 Q4	$5.71M	Sell	188,420 -97,370	-34%	-$2.61M	0.13%	146
2023 Q3	$7.66M	Buy	+285,790	New	+$7.92M	0.2%	104

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

Ancora Advisors's PHIN Position: Q1 2026 in Review

Ancora Advisors reduced its Phinia Inc (PHIN) stake by 32% in Q1 2026, selling an estimated $4.43M and leaving 137,754 shares worth $9.43M. The position accounts for 0.2% of the portfolio, ranked #120.

Ancora Advisors first reported a position in PHIN in Q3 2023 and has held it in 11 quarters since. The position peaked at $12.6M in Q4 2025. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

Ancora Advisors held 137,754 shares of Phinia Inc worth $9.43M as of Q1 2026.
Ancora Advisors sold 63,420 Phinia Inc shares in Q1 2026, an estimated $4.43M.
Phinia Inc made up 0.2% of Ancora Advisors's portfolio in Q1 2026, its #120 holding.
Ancora Advisors first reported a position in Phinia Inc in Q3 2023 and has held it in 11 quarters since.
Ancora Advisors's Phinia Inc position peaked at $12.6M in Q4 2025.
386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.