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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
Q2 		– Sell
-154
Closed -$10.5K – 996
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 $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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's PHIN Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Phinia Inc (PHIN) in Q2 2026, closing a stake of 154 shares — an estimated $10.5K sold.

Annis Gardner Whiting Capital Advisors first reported a position in PHIN in Q3 2023 and held it in 11 quarters. The position peaked at $10.5K in Q1 2026. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Phinia Inc position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 154 Phinia Inc shares in Q2 2026, an estimated $10.5K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Phinia Inc in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Phinia Inc position peaked at $10.5K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.