Capstone Investment Advisors
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Capstone Investment Advisors’s Phinia Inc PHIN Stock Holding History

Capstone Investment 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 		– Sell
-3,659
Closed -$250K – 1855
2026
Q1 		$250K Sell
3,659
-16,608
-82% -$1.16M ﹤0.01% 1435
2025
Q4 		$1.27M Buy
20,267
+15,240
+303% +$842K ﹤0.01% 777
2025
Q3 		$289K Buy
+5,027
New +$271K ﹤0.01% 1664

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

Capstone Investment Advisors's PHIN Position: Q2 2026 in Review

Capstone Investment Advisors sold out of Phinia Inc (PHIN) in Q2 2026, closing a stake of 3,659 shares — an estimated $250K sold.

Capstone Investment Advisors first reported a position in PHIN in Q3 2025 and held it in 3 quarters. The position peaked at $1.27M in Q4 2025. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Phinia Inc position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,659 Phinia Inc shares in Q2 2026, an estimated $250K.
  • Capstone Investment Advisors first reported a position in Phinia Inc in Q3 2025 and held it in 3 quarters.
  • Capstone Investment Advisors's Phinia Inc position peaked at $1.27M in Q4 2025.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.