Bruce G. Allen Investments’s Phinia Inc PHIN Stock Holding History

Bruce G. Allen Investments’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 Q1	$274	Hold	4	–	–	﹤0.01%	1040
2025 Q4	$251	Hold	4	–	–	﹤0.01%	1039
2025 Q3	$230	Hold	4	–	–	﹤0.01%	1046
2025 Q2	$178	Hold	4	–	–	﹤0.01%	1053
2025 Q1	$170	Sell	4 -5	-56%	-$240	﹤0.01%	1067
2024 Q4	$434	Sell	9 -12	-57%	-$593	﹤0.01%	979
2024 Q3	$967	Buy	21 +12	+133%	+$540	﹤0.01%	826
2024 Q2	$354	Sell	9 -1	-10%	-$41	﹤0.01%	892
2024 Q1	$384	Buy	+10	New	+$326	﹤0.01%	875

Other funds holding PHIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bruce G. Allen Investments's PHIN Position: Q1 2026 in Review

Bruce G. Allen Investments held its Phinia Inc (PHIN) position steady in Q1 2026 at 4 shares worth $274. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Bruce G. Allen Investments first reported a position in PHIN in Q1 2024 and has held it in 9 quarters since. The position peaked at $967 in Q3 2024. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

Bruce G. Allen Investments held 4 shares of Phinia Inc worth $274 as of Q1 2026.
Bruce G. Allen Investments left its Phinia Inc share count unchanged in Q1 2026.
Phinia Inc made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #1040 holding.
Bruce G. Allen Investments first reported a position in Phinia Inc in Q1 2024 and has held it in 9 quarters since.
Bruce G. Allen Investments's Phinia Inc position peaked at $967 in Q3 2024.
386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.