Cerity Partners
PHIN icon

Cerity Partners’s Phinia Inc PHIN Stock Holding History

Cerity Partners’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
-3,656
Closed -$250K – 3533
2026
Q1 		$250K Sell
3,656
-3,824
-51% -$267K ﹤0.01% 2736
2025
Q4 		$469K Buy
7,480
+3,579
+92% +$198K ﹤0.01% 2150
2025
Q3 		$224K Buy
+3,901
New +$211K ﹤0.01% 2443
2025
Q1 		– Sell
-4,513
Closed -$210K – 2588
2024
Q4 		$210K Sell
4,513
-2,162
-32% -$107K ﹤0.01% 2216
2024
Q3 		$307K Buy
+6,675
New +$300K ﹤0.01% 2048
2024
Q2 		– Sell
-6,655
Closed -$255K – 2364
2024
Q1 		$255K Buy
+6,655
New +$217K ﹤0.01% 1962

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cerity Partners's PHIN Position: Q2 2026 in Review

Cerity Partners sold out of Phinia Inc (PHIN) in Q2 2026, closing a stake of 3,656 shares — an estimated $250K sold.

Cerity Partners first reported a position in PHIN in Q1 2024 and held it in 6 quarters. The position peaked at $469K in Q4 2025. 368 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Cerity Partners reported no remaining Phinia Inc position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners sold 3,656 Phinia Inc shares in Q2 2026, an estimated $250K.
  • Cerity Partners first reported a position in Phinia Inc in Q1 2024 and held it in 6 quarters.
  • Cerity Partners's Phinia Inc position peaked at $469K in Q4 2025.
  • 368 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.