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Clearstead Advisors’s Phinia Inc PHIN Stock Holding History

Clearstead 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 		$17.5K Buy
212
+172
+430% +$13.2K ﹤0.01% 1831
2026
Q1 		$2.74K Buy
+40
New +$2.79K ﹤0.01% 1838
2024
Q1 		– Sell
-4
Closed -$122 – 1614
2023
Q4 		$122 Buy
+4
New +$107 ﹤0.01% 1494

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

Clearstead Advisors's PHIN Position: Q2 2026 in Review

Clearstead Advisors increased its Phinia Inc (PHIN) stake by 430% in Q2 2026, buying an estimated $13.2K and bringing the position to 212 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

Clearstead Advisors first reported a position in PHIN in Q4 2023 and has held it in 3 quarters since. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Clearstead Advisors held 212 shares of Phinia Inc worth $17.5K as of Q2 2026.
  • Clearstead Advisors bought 172 Phinia Inc shares in Q2 2026, an estimated $13.2K.
  • Phinia Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1831 holding.
  • Clearstead Advisors first reported a position in Phinia Inc in Q4 2023 and has held it in 3 quarters since.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.