Corient IA’s Phinia Inc PHIN Stock Holding History

Corient IA’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	$167K	Hold	2,030	–	–	0.15%	183
2026 Q1	$139K	Buy	+2,030	New	+$142K	0.13%	240

Other funds holding PHIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Corient IA's PHIN Position: Q2 2026 in Review

Corient IA held its Phinia Inc (PHIN) position steady in Q2 2026 at 2,030 shares worth $167K. The position accounts for 0.15% of the portfolio, ranked #183.

Corient IA first reported a position in PHIN in Q1 2026 and has held it in 2 quarters since. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

Corient IA held 2,030 shares of Phinia Inc worth $167K as of Q2 2026.
Corient IA left its Phinia Inc share count unchanged in Q2 2026.
Phinia Inc made up 0.15% of Corient IA's portfolio in Q2 2026, its #183 holding.
Corient IA first reported a position in Phinia Inc in Q1 2026 and has held it in 2 quarters since.
391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.