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
Q2 		$476K Buy
5,776
+197
+4% +$15.1K ﹤0.01% 2490
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
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

Bank of Montreal's PHIN Position: Q2 2026 in Review

Bank of Montreal increased its Phinia Inc (PHIN) stake by 3.5% in Q2 2026, buying an estimated $15.1K and bringing the position to 5,776 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #2490.

Bank of Montreal first reported a position in PHIN in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.87M in Q1 2024. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Bank of Montreal held 5,776 shares of Phinia Inc worth $476K as of Q2 2026.
  • Bank of Montreal bought 197 Phinia Inc shares in Q2 2026, an estimated $15.1K.
  • Phinia Inc made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2490 holding.
  • Bank of Montreal first reported a position in Phinia Inc in Q3 2023 and has held it in 12 quarters since.
  • Bank of Montreal's Phinia Inc position peaked at $1.87M in Q1 2024.
  • 393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.