Bank of Montreal
PHIN icon

Bank of Montreal’s Phinia Inc PHIN Stock Holding History

Bank of Montreal’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 		$382K Buy
5,579
+19
+0.3% +$1.33K ﹤0.01% 2521
2025
Q4 		$349K Sell
5,560
-1,235
-18% -$68.3K ﹤0.01% 2497
2025
Q3 		$391K Sell
6,795
-3,981
-37% -$215K ﹤0.01% 2394
2025
Q2 		$479K Sell
10,776
-853
-7% -$36K ﹤0.01% 2311
2025
Q1 		$493K Buy
11,629
+1,345
+13% +$64.4K ﹤0.01% 2209
2024
Q4 		$495K Sell
10,284
-1,037
-9% -$51.2K ﹤0.01% 2238
2024
Q3 		$532K Sell
11,321
-604
-5% -$27.2K ﹤0.01% 2376
2024
Q2 		$489K Sell
11,925
-36,760
-76% -$1.51M ﹤0.01% 2417
2024
Q1 		$1.87M Buy
48,685
+25,108
+106% +$817K ﹤0.01% 1665
2023
Q4 		$722K Sell
23,577
-22,590
-49% -$606K ﹤0.01% 2265
2023
Q3 		$1.24M Buy
+46,167
New +$1.28M ﹤0.01% 1938

Other funds holding PHIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
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 $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of Montreal's PHIN Position: Q1 2026 in Review

Bank of Montreal increased its Phinia Inc (PHIN) stake by 0.34% in Q1 2026, buying an estimated $1.33K and bringing the position to 5,579 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #2521.

Bank of Montreal first reported a position in PHIN in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.87M in Q1 2024. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • Bank of Montreal held 5,579 shares of Phinia Inc worth $382K as of Q1 2026.
  • Bank of Montreal bought 19 Phinia Inc shares in Q1 2026, an estimated $1.33K.
  • Phinia Inc made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2521 holding.
  • Bank of Montreal first reported a position in Phinia Inc in Q3 2023 and has held it in 11 quarters since.
  • Bank of Montreal's Phinia Inc position peaked at $1.87M in Q1 2024.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.