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Beaird Harris Wealth Management’s Phinia Inc PHIN Stock Holding History

Beaird Harris 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 		$1.57K Hold
19
– – ﹤0.01% 539
2026
Q1 		$1.3K Hold
19
– – ﹤0.01% 524
2025
Q4 		$1.19K Hold
19
– – ﹤0.01% 555
2025
Q3 		$1.09K Buy
19
+5
+36% +$270 ﹤0.01% 567
2025
Q2 		$623 Buy
+14
New +$591 ﹤0.01% 594

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

Beaird Harris Wealth Management's PHIN Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Phinia Inc (PHIN) position steady in Q2 2026 at 19 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Beaird Harris Wealth Management first reported a position in PHIN in Q2 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Beaird Harris Wealth Management held 19 shares of Phinia Inc worth $1.57K as of Q2 2026.
  • Beaird Harris Wealth Management left its Phinia Inc share count unchanged in Q2 2026.
  • Phinia Inc made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #539 holding.
  • Beaird Harris Wealth Management first reported a position in Phinia Inc in Q2 2025 and has held it in 5 quarters since.
  • 41 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.