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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
Q2 		$1.24K Hold
15
– – ﹤0.01% 749
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 $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

Colonial Trust Advisors's PHIN Position: Q2 2026 in Review

Colonial Trust Advisors held its Phinia Inc (PHIN) position steady in Q2 2026 at 15 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Colonial Trust Advisors first reported a position in PHIN in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.2K in Q4 2025. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Colonial Trust Advisors held 15 shares of Phinia Inc worth $1.24K as of Q2 2026.
  • Colonial Trust Advisors left its Phinia Inc share count unchanged in Q2 2026.
  • Phinia Inc made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #749 holding.
  • Colonial Trust Advisors first reported a position in Phinia Inc in Q4 2023 and has held it in 11 quarters since.
  • Colonial Trust Advisors's Phinia Inc position peaked at $17.2K in Q4 2025.
  • 393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.