COMPASS FINANCIAL MANAGEMENT LLC’s Phinia Inc PHIN Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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	$7.99K	Buy	+100	New	+$7.66K	﹤0.01%	1101

Other funds holding PHIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's PHIN Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Phinia Inc (PHIN) in Q2 2026: 100 shares worth $7.99K. The stake represents ﹤0.01% of the portfolio and ranks #1101 among its holdings.

274 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 100 shares of Phinia Inc worth $7.99K as of Q2 2026.
Phinia Inc was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Phinia Inc made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1101 holding.
274 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.