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Annis Gardner Whiting Capital Advisors’s Phinia Inc PHIN Stock Holding History

Annis Gardner Whiting Capital 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 		$10.5K Hold
154
– – ﹤0.01% 854
2025
Q4 		$9.65K Hold
154
– – ﹤0.01% 785
2025
Q3 		$8.85K Hold
154
– – ﹤0.01% 726
2025
Q2 		$6.85K Buy
154
+9
+6% +$380 ﹤0.01% 800
2025
Q1 		$6.15K Hold
145
– – ﹤0.01% 604
2024
Q4 		$6.99K Hold
145
– – ﹤0.01% 579
2024
Q3 		$6.67K Hold
145
– – ﹤0.01% 604
2024
Q2 		$5.71K Hold
145
– – ﹤0.01% 761
2024
Q1 		$5.57K Hold
145
– – ﹤0.01% 750
2023
Q4 		$4.39K Buy
145
+40
+38% +$1.07K ﹤0.01% 558
2023
Q3 		$2.81K Buy
+105
New +$2.91K ﹤0.01% 588

Other funds holding PHIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's PHIN Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors held its Phinia Inc (PHIN) position steady in Q1 2026 at 154 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Annis Gardner Whiting Capital Advisors first reported a position in PHIN in Q3 2023 and has held it in 11 quarters since. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 154 shares of Phinia Inc worth $10.5K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors left its Phinia Inc share count unchanged in Q1 2026.
  • Phinia Inc made up ﹤0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #854 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Phinia Inc in Q3 2023 and has held it in 11 quarters since.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.