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Basecamp Wealth Advisors’s Phinia Inc PHIN Stock Holding History

Basecamp Wealth Advisors’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 		$29.6K Sell
359
-58
-14% -$4.44K 0.01% 685
2026
Q1 		$28.5K Hold
417
– – 0.01% 705
2025
Q4 		$26.1K Buy
+417
New +$23.1K 0.01% 702

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 $3.37T AUM 44.26% 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

Basecamp Wealth Advisors's PHIN Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Phinia Inc (PHIN) stake by 14% in Q2 2026, selling an estimated $4.44K and leaving 359 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #685.

Basecamp Wealth Advisors first reported a position in PHIN in Q4 2025 and has held it in 3 quarters since. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Basecamp Wealth Advisors held 359 shares of Phinia Inc worth $29.6K as of Q2 2026.
  • Basecamp Wealth Advisors sold 58 Phinia Inc shares in Q2 2026, an estimated $4.44K.
  • Phinia Inc made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #685 holding.
  • Basecamp Wealth Advisors first reported a position in Phinia Inc in Q4 2025 and has held it in 3 quarters since.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.