Avion Wealth’s Phinia Inc PHIN Stock Holding History

Avion Wealth’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	$0	Hold	10	–	–	﹤0.01%	1660
2026 Q1	$0	Hold	10	–	–	﹤0.01%	1513
2025 Q4	$0	Hold	10	–	–	﹤0.01%	1500
2025 Q3	$0	Buy	+10	New	+$540	﹤0.01%	1461

Other funds holding PHIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avion Wealth's PHIN Position: Q2 2026 in Review

Avion Wealth held its Phinia Inc (PHIN) position steady in Q2 2026 at 10 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Avion Wealth first reported a position in PHIN in Q3 2025 and has held it in 4 quarters since. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

Avion Wealth held 10 shares of Phinia Inc worth $0 as of Q2 2026.
Avion Wealth left its Phinia Inc share count unchanged in Q2 2026.
Phinia Inc made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1660 holding.
Avion Wealth first reported a position in Phinia Inc in Q3 2025 and has held it in 4 quarters since.
393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.