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Colonial Trust Advisors’s Phinia Inc PHIN Stock Holding History

Colonial Trust 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
Q1 		$1.03K Sell
15
-260
-95% -$18.2K ﹤0.01% 680
2025
Q4 		$17.2K Hold
275
– – ﹤0.01% 455
2025
Q3 		$15.8K Hold
275
– – ﹤0.01% 452
2025
Q2 		$12.2K Hold
275
– – ﹤0.01% 487
2025
Q1 		$11.7K Hold
275
– – ﹤0.01% 483
2024
Q4 		$13.2K Sell
275
-60
-18% -$2.96K ﹤0.01% 455
2024
Q3 		$15.4K Sell
335
-15
-4% -$675 ﹤0.01% 477
2024
Q2 		$13.8K Buy
350
+60
+21% +$2.47K ﹤0.01% 480
2024
Q1 		$11.1K Hold
290
– – ﹤0.01% 579
2023
Q4 		$8.78K Buy
+290
New +$7.78K ﹤0.01% 522

Other funds holding PHIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Colonial Trust Advisors's PHIN Position: Q1 2026 in Review

Colonial Trust Advisors reduced its Phinia Inc (PHIN) stake by 95% in Q1 2026, selling an estimated $18.2K and leaving 15 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Colonial Trust Advisors first reported a position in PHIN in Q4 2023 and has held it in 10 quarters since. The position peaked at $17.2K in Q4 2025. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • Colonial Trust Advisors held 15 shares of Phinia Inc worth $1.03K as of Q1 2026.
  • Colonial Trust Advisors sold 260 Phinia Inc shares in Q1 2026, an estimated $18.2K.
  • Phinia Inc made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #680 holding.
  • Colonial Trust Advisors first reported a position in Phinia Inc in Q4 2023 and has held it in 10 quarters since.
  • Colonial Trust Advisors's Phinia Inc position peaked at $17.2K in Q4 2025.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.