CoreCap Advisors’s Phinia Inc PHIN Stock Holding History

CoreCap 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 Q3	–	Sell	-7	Closed	-$577	–	3308
2026 Q2	$577	Buy	+7	New	+$536	﹤0.01%	2823

Other funds holding PHIN

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

CoreCap Advisors's PHIN Position: Q3 2026 in Review

CoreCap Advisors sold out of Phinia Inc (PHIN) in Q3 2026, closing a stake of 7 shares — an estimated $577 sold.

CoreCap Advisors first reported a position in PHIN in Q2 2026 and held it in 1 quarter. The position peaked at $577 in Q2 2026. 10 funds tracked by Wall St. Rank hold PHIN as of Q3 2026.

CoreCap Advisors reported no remaining Phinia Inc position as of Q3 2026 after selling out during the quarter.
CoreCap Advisors sold 7 Phinia Inc shares in Q3 2026, an estimated $577.
CoreCap Advisors first reported a position in Phinia Inc in Q2 2026 and held it in 1 quarter.
CoreCap Advisors's Phinia Inc position peaked at $577 in Q2 2026.
10 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.