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Baron Wealth Management’s Phinia Inc PHIN Stock Holding History

Baron Wealth 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 		$374K Buy
4,542
+160
+4% +$12.3K 0.1% 159
2026
Q1 		$300K Buy
4,382
+101
+2% +$7.05K 0.09% 182
2025
Q4 		$268K Sell
4,281
-85
-2% -$4.7K 0.08% 184
2025
Q3 		$251K Buy
+4,366
New +$236K 0.08% 185

Other funds holding PHIN

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Baron Wealth Management's PHIN Position: Q2 2026 in Review

Baron Wealth Management increased its Phinia Inc (PHIN) stake by 3.7% in Q2 2026, buying an estimated $12.3K and bringing the position to 4,542 shares worth $374K. The position accounts for 0.1% of the portfolio, ranked #159.

Baron Wealth Management first reported a position in PHIN in Q3 2025 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Baron Wealth Management held 4,542 shares of Phinia Inc worth $374K as of Q2 2026.
  • Baron Wealth Management bought 160 Phinia Inc shares in Q2 2026, an estimated $12.3K.
  • Phinia Inc made up 0.1% of Baron Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Baron Wealth Management first reported a position in Phinia Inc in Q3 2025 and has held it in 4 quarters since.
  • 41 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.