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Concourse Financial Group Securities’s Phinia Inc PHIN Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-7
Closed -$356 – 1504
2024
Q4 		$356 Hold
7
– – ﹤0.01% 2170
2024
Q3 		$322 Hold
7
– – ﹤0.01% 2167
2024
Q2 		$275 Hold
7
– – ﹤0.01% 2242
2024
Q1 		$269 Buy
+7
New +$228 ﹤0.01% 2255
2023
Q4 		– Sell
-2
Closed -$54 – 2370
2023
Q3 		$53 Buy
+2
New +$55 ﹤0.01% 2277

Other funds holding PHIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Concourse Financial Group Securities's PHIN Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Phinia Inc (PHIN) in Q1 2025, closing a stake of 7 shares — an estimated $356 sold.

Concourse Financial Group Securities first reported a position in PHIN in Q3 2023 and held it in 5 quarters. The position peaked at $356 in Q4 2024. 336 funds tracked by Wall St. Rank hold PHIN as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Phinia Inc position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 7 Phinia Inc shares in Q1 2025, an estimated $356.
  • Concourse Financial Group Securities first reported a position in Phinia Inc in Q3 2023 and held it in 5 quarters.
  • Concourse Financial Group Securities's Phinia Inc position peaked at $356 in Q4 2024.
  • 336 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.