Commonwealth Equity Services
PHIN icon

Commonwealth Equity Services’s Phinia Inc PHIN Stock Holding History

Commonwealth Equity Services’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 		$299K Sell
3,633
-51
-1% -$3.9K ﹤0.01% 3758
2026
Q1 		$252K Buy
+3,684
New +$257K ﹤0.01% 3782
2024
Q4 		– Sell
-4,427
Closed -$204K – 4188
2024
Q3 		$204K Buy
+4,427
New +$199K ﹤0.01% 3682
2024
Q2 		– Sell
-8,641
Closed -$332K – 4132
2024
Q1 		$332K Sell
8,641
-2,185
-20% -$71.1K ﹤0.01% 3181
2023
Q4 		$328K Sell
10,826
-4,374
-29% -$117K ﹤0.01% 3105
2023
Q3 		$407K Buy
+15,200
New +$421K ﹤0.01% 2771

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

Commonwealth Equity Services's PHIN Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Phinia Inc (PHIN) stake by 1.4% in Q2 2026, selling an estimated $3.9K and leaving 3,633 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #3758.

Commonwealth Equity Services first reported a position in PHIN in Q3 2023 and has held it in 6 quarters since. The position peaked at $407K in Q3 2023. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Commonwealth Equity Services held 3,633 shares of Phinia Inc worth $299K as of Q2 2026.
  • Commonwealth Equity Services sold 51 Phinia Inc shares in Q2 2026, an estimated $3.9K.
  • Phinia Inc made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3758 holding.
  • Commonwealth Equity Services first reported a position in Phinia Inc in Q3 2023 and has held it in 6 quarters since.
  • Commonwealth Equity Services's Phinia Inc position peaked at $407K in Q3 2023.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.