Capital Advisors Ltd’s Phinia Inc PHIN Stock Holding History

Capital Advisors Ltd’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	$1K	Hold	18	–	–	﹤0.01%	1282
2026 Q1	$1K	Hold	18	–	–	﹤0.01%	1275
2025 Q4	$1K	Hold	18	–	–	﹤0.01%	1256
2025 Q3	$1K	Hold	18	–	–	﹤0.01%	1258
2025 Q2	$1K	Sell	18 -36	-67%	-$1.52K	﹤0.01%	1242
2025 Q1	$2K	Sell	54 -37	-41%	-$1.77K	﹤0.01%	1079
2024 Q4	$4K	Hold	91	–	–	﹤0.01%	973
2024 Q3	$4K	Buy	91 +36	+65%	+$1.62K	﹤0.01%	962
2024 Q2	$2K	Hold	55	–	–	﹤0.01%	1078
2024 Q1	$2K	Buy	55 +9	+20%	+$293	﹤0.01%	1064
2023 Q4	$1K	Hold	46	–	–	﹤0.01%	1197
2023 Q3	$1K	Buy	+46	New	+$1.27K	﹤0.01%	1190

Other funds holding PHIN

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

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 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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Advisors Ltd's PHIN Position: Q2 2026 in Review

Capital Advisors Ltd held its Phinia Inc (PHIN) position steady in Q2 2026 at 18 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Capital Advisors Ltd first reported a position in PHIN in Q3 2023 and has held it in 12 quarters since. The position peaked at $4K in Q4 2024. 41 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

Capital Advisors Ltd held 18 shares of Phinia Inc worth $1K as of Q2 2026.
Capital Advisors Ltd left its Phinia Inc share count unchanged in Q2 2026.
Phinia Inc made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1282 holding.
Capital Advisors Ltd first reported a position in Phinia Inc in Q3 2023 and has held it in 12 quarters since.
Capital Advisors Ltd's Phinia Inc position peaked at $4K in Q4 2024.
41 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.