Banyan Capital Management’s Phinia Inc PHIN Stock Holding History

Banyan Capital Management’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	$15.6M	Sell	189,567 -65,956	-26%	-$5.05M	6.79%	4
2026 Q1	$17.5M	Sell	255,523 -4,379	-2%	-$306K	7.54%	3
2025 Q4	$16.3M	Sell	259,902 -1,116	-0.4%	-$61.7K	7.08%	5
2025 Q3	$15M	Buy	261,018 +8,162	+3%	+$441K	6.81%	6
2025 Q2	$11.2M	Buy	252,856 +10,382	+4%	+$438K	5.78%	8
2025 Q1	$10.3M	Buy	242,474 +4,123	+2%	+$198K	5.81%	8
2024 Q4	$11.5M	Sell	238,351 -3,445	-1%	-$170K	6.89%	6
2024 Q3	$11.1M	Sell	241,796 -2,254	-0.9%	-$101K	6.45%	6
2024 Q2	$9.61M	Buy	244,050 +530	+0.2%	+$21.8K	5.8%	8
2024 Q1	$9.36M	Buy	243,520 +1,935	+0.8%	+$63K	5.31%	10
2023 Q4	$7.32M	Buy	241,585 +4,900	+2%	+$131K	4.49%	12
2023 Q3	$6.34M	Buy	+236,685	New	+$6.56M	4.12%	13

Other funds holding PHIN

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

KIM

Kestrel Investment Management San Mateo, California $184M AUM 31.66% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Banyan Capital Management's PHIN Position: Q2 2026 in Review

Banyan Capital Management reduced its Phinia Inc (PHIN) stake by 26% in Q2 2026, selling an estimated $5.05M and leaving 189,567 shares worth $15.6M. The position accounts for 6.79% of the portfolio, ranked #4.

Banyan Capital Management first reported a position in PHIN in Q3 2023 and has held it in 12 quarters since. The position peaked at $17.5M in Q1 2026. 154 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

Banyan Capital Management held 189,567 shares of Phinia Inc worth $15.6M as of Q2 2026.
Banyan Capital Management sold 65,956 Phinia Inc shares in Q2 2026, an estimated $5.05M.
Phinia Inc made up 6.79% of Banyan Capital Management's portfolio in Q2 2026, its #4 holding.
Banyan Capital Management first reported a position in Phinia Inc in Q3 2023 and has held it in 12 quarters since.
Banyan Capital Management's Phinia Inc position peaked at $17.5M in Q1 2026.
154 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Banyan Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.