Corient Private Wealth
PHIN icon

Corient Private Wealth’s Phinia Inc PHIN Stock Holding History

Corient Private Wealth’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 		$276K Sell
3,357
-1,534
-31% -$117K ﹤0.01% 2611
2026
Q1 		$335K Buy
4,891
+470
+11% +$32.8K ﹤0.01% 2260
2025
Q4 		$277K Sell
4,421
-2,550
-37% -$141K ﹤0.01% 2221
2025
Q3 		$401K Buy
+6,971
New +$376K ﹤0.01% 1940
2025
Q2 		– Sell
-4,908
Closed -$208K – 2517
2025
Q1 		$208K Sell
4,908
-1,905
-28% -$91.3K ﹤0.01% 2052
2024
Q4 		$328K Sell
6,813
-1,776
-21% -$87.7K ﹤0.01% 1849
2024
Q3 		$395K Buy
8,589
+1,747
+26% +$78.6K ﹤0.01% 1874
2024
Q2 		$269K Buy
6,842
+1,268
+23% +$52.2K ﹤0.01% 1975
2024
Q1 		$214K Buy
+5,574
New +$181K ﹤0.01% 2068

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 $3.38T AUM 44.17% 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

Corient Private Wealth's PHIN Position: Q2 2026 in Review

Corient Private Wealth reduced its Phinia Inc (PHIN) stake by 31% in Q2 2026, selling an estimated $117K and leaving 3,357 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #2611.

Corient Private Wealth first reported a position in PHIN in Q1 2024 and has held it in 9 quarters since. The position peaked at $401K in Q3 2025. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Corient Private Wealth held 3,357 shares of Phinia Inc worth $276K as of Q2 2026.
  • Corient Private Wealth sold 1,534 Phinia Inc shares in Q2 2026, an estimated $117K.
  • Phinia Inc made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2611 holding.
  • Corient Private Wealth first reported a position in Phinia Inc in Q1 2024 and has held it in 9 quarters since.
  • Corient Private Wealth's Phinia Inc position peaked at $401K in Q3 2025.
  • 393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

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