Citigroup
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Citigroup’s Phinia Inc PHIN Stock Holding History

Citigroup’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
Q3 		$567K Sell
9,534
-13,643
-59% -$979K ﹤0.01% 3694
2026
Q2 		$1.91M Buy
23,177
+12,997
+128% +$995K ﹤0.01% 2967
2026
Q1 		$697K Sell
10,180
-4,937
-33% -$345K ﹤0.01% 3349
2025
Q4 		$948K Sell
15,117
-3,264
-18% -$180K ﹤0.01% 3173
2025
Q3 		$1.06M Sell
18,381
-22,001
-54% -$1.19M ﹤0.01% 3125
2025
Q2 		$1.8M Sell
40,382
-106,858
-73% -$4.51M ﹤0.01% 2735
2025
Q1 		$6.25M Sell
147,240
-5,320
-3% -$255K ﹤0.01% 1708
2024
Q4 		$7.35M Sell
152,560
-35,422
-19% -$1.75M ﹤0.01% 1617
2024
Q3 		$8.65M Sell
187,982
-9,498
-5% -$427K 0.01% 1419
2024
Q2 		$7.77M Buy
197,480
+56,800
+40% +$2.34M 0.01% 1385
2024
Q1 		$5.41M Buy
140,680
+91,965
+189% +$2.99M ﹤0.01% 1658
2023
Q4 		$1.48M Buy
48,715
+22,888
+89% +$614K ﹤0.01% 2506
2023
Q3 		$692K Buy
+25,827
New +$715K ﹤0.01% 2803

Other funds holding PHIN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Kestrel Investment Management
Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Ballast Asset Management
Ballast Asset Management Dallas, Texas $230M AUM 34.36% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Citigroup's PHIN Position: Q3 2026 in Review

Citigroup reduced its Phinia Inc (PHIN) stake by 59% in Q3 2026, selling an estimated $979K and leaving 9,534 shares worth $567K. The position accounts for ﹤0.01% of the portfolio, ranked #3694.

Citigroup first reported a position in PHIN in Q3 2023 and has held it in 13 quarters since. The position peaked at $8.65M in Q3 2024. 136 funds tracked by Wall St. Rank hold PHIN as of Q3 2026.

  • Citigroup held 9,534 shares of Phinia Inc worth $567K as of Q3 2026.
  • Citigroup sold 13,643 Phinia Inc shares in Q3 2026, an estimated $979K.
  • Phinia Inc made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #3694 holding.
  • Citigroup first reported a position in Phinia Inc in Q3 2023 and has held it in 13 quarters since.
  • Citigroup's Phinia Inc position peaked at $8.65M in Q3 2024.
  • 136 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.