Compass Financial Management
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Compass Financial Management’s Phinia Inc PHIN Stock Holding History

Compass Financial Management’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
Q3 		$5.94K Hold
100
– – ﹤0.01% 1246
2026
Q2 		$7.99K Buy
+100
New +$7.66K ﹤0.01% 1101

Other funds holding PHIN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Compass Financial Management's PHIN Position: Q3 2026 in Review

Compass Financial Management held its Phinia Inc (PHIN) position steady in Q3 2026 at 100 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Compass Financial Management first reported a position in PHIN in Q2 2026 and has held it in 2 quarters since. The position peaked at $7.99K in Q2 2026. 307 funds tracked by Wall St. Rank hold PHIN as of Q3 2026.

  • Compass Financial Management held 100 shares of Phinia Inc worth $5.94K as of Q3 2026.
  • Compass Financial Management left its Phinia Inc share count unchanged in Q3 2026.
  • Phinia Inc made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1246 holding.
  • Compass Financial Management first reported a position in Phinia Inc in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Phinia Inc position peaked at $7.99K in Q2 2026.
  • 307 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.