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 Q3	–	Sell	-10	Closed	–	–	1626
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Banyan Capital Management Atlanta, Georgia $233M AUM 4.24% 1-Year Est. Return

Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Avion Wealth's PHIN Position: Q3 2026 in Review

Avion Wealth sold out of Phinia Inc (PHIN) in Q3 2026, closing a stake of 10 shares.

Avion Wealth first reported a position in PHIN in Q3 2025 and held it in 4 quarters. The position peaked at $0 in Q2 2026. 171 funds tracked by Wall St. Rank hold PHIN as of Q3 2026.

Avion Wealth reported no remaining Phinia Inc position as of Q3 2026 after selling out during the quarter.
Avion Wealth sold 10 Phinia Inc shares in Q3 2026.
Avion Wealth first reported a position in Phinia Inc in Q3 2025 and held it in 4 quarters.
Avion Wealth's Phinia Inc position peaked at $0 in Q2 2026.
171 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.