Chicago Trust’s Phinia Inc PHIN Stock Holding History

Chicago Trust’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	$874K	Buy	10,616 +200	+2%	+$15.3K	0.13%	163
2026 Q1	$713K	Sell	10,416 -317	-3%	-$22.1K	0.11%	182
2025 Q4	$673K	Sell	10,733 -82	-0.8%	-$4.53K	0.11%	185
2025 Q3	$622K	Buy	10,815 +529	+5%	+$28.6K	0.09%	208
2025 Q2	$458K	Buy	10,286 +1,000	+11%	+$42.2K	0.06%	252
2025 Q1	$394K	Buy	9,286 +13	+0.1%	+$623	0.07%	239
2024 Q4	$447K	Sell	9,273 -266	-3%	-$13.1K	0.08%	216
2024 Q3	$439K	Buy	9,539 +713	+8%	+$32.1K	0.08%	225
2024 Q2	$347K	Buy	8,826 +2,454	+39%	+$101K	0.07%	215
2024 Q1	$245K	Buy	+6,372	New	+$207K	0.05%	261
2023 Q4	–	Sell	-10,332	Closed	-$277K	–	292
2023 Q3	$277K	Buy	+10,332	New	+$286K	0.07%	232

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

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

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Chicago Trust's PHIN Position: Q2 2026 in Review

Chicago Trust increased its Phinia Inc (PHIN) stake by 1.9% in Q2 2026, buying an estimated $15.3K and bringing the position to 10,616 shares worth $874K. The position accounts for 0.13% of the portfolio, ranked #163.

Chicago Trust first reported a position in PHIN in Q3 2023 and has held it in 11 quarters since. 41 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

Chicago Trust held 10,616 shares of Phinia Inc worth $874K as of Q2 2026.
Chicago Trust bought 200 Phinia Inc shares in Q2 2026, an estimated $15.3K.
Phinia Inc made up 0.13% of Chicago Trust's portfolio in Q2 2026, its #163 holding.
Chicago Trust first reported a position in Phinia Inc in Q3 2023 and has held it in 11 quarters since.
41 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.