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Capital Analysts LLC’s Phinia Inc PHIN Stock Holding History

Capital Analysts LLC’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 		$15K Hold
177
– – ﹤0.01% 1228
2026
Q1 		$12K Hold
177
– – ﹤0.01% 1234
2025
Q4 		$11K Hold
177
– – ﹤0.01% 1230
2025
Q3 		$10K Hold
177
– – ﹤0.01% 1205
2025
Q2 		$8K Hold
177
– – ﹤0.01% 1187
2025
Q1 		$8K Hold
177
– – ﹤0.01% 1165
2024
Q4 		$9K Sell
177
-62
-26% -$3.06K ﹤0.01% 1082
2024
Q3 		$11K Hold
239
– – ﹤0.01% 1015
2024
Q2 		$9K Hold
239
– – ﹤0.01% 973
2024
Q1 		$9K Hold
239
– – ﹤0.01% 937
2023
Q4 		$7K Hold
239
– – ﹤0.01% 938
2023
Q3 		$6K Buy
+239
New +$6.62K ﹤0.01% 961

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

Capital Analysts LLC's PHIN Position: Q2 2026 in Review

Capital Analysts LLC held its Phinia Inc (PHIN) position steady in Q2 2026 at 177 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Capital Analysts LLC first reported a position in PHIN in Q3 2023 and has held it in 12 quarters since. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Capital Analysts LLC held 177 shares of Phinia Inc worth $15K as of Q2 2026.
  • Capital Analysts LLC left its Phinia Inc share count unchanged in Q2 2026.
  • Phinia Inc made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1228 holding.
  • Capital Analysts LLC first reported a position in Phinia Inc in Q3 2023 and has held it in 12 quarters since.
  • 393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.