Creative Planning
PHIN icon

Creative Planning’s Phinia Inc PHIN Stock Holding History

Creative Planning’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
Q1 		$3.62M Buy
52,872
+19,013
+56% +$1.33M ﹤0.01% 1421
2025
Q4 		$2.12M Buy
33,859
+18,950
+127% +$1.05M ﹤0.01% 1690
2025
Q3 		$857K Buy
14,909
+8,653
+138% +$467K ﹤0.01% 2258
2025
Q2 		$278K Sell
6,256
-2,406
-28% -$102K ﹤0.01% 2961
2025
Q1 		$368K Buy
8,662
+3,751
+76% +$180K ﹤0.01% 2574
2024
Q4 		$237K Buy
4,911
+508
+12% +$25.1K ﹤0.01% 2849
2024
Q3 		$203K Buy
+4,403
New +$198K ﹤0.01% 2825

Other funds holding PHIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's PHIN Position: Q1 2026 in Review

Creative Planning increased its Phinia Inc (PHIN) stake by 56% in Q1 2026, buying an estimated $1.33M and bringing the position to 52,872 shares worth $3.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Creative Planning first reported a position in PHIN in Q3 2024 and has held it in 7 quarters since. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • Creative Planning held 52,872 shares of Phinia Inc worth $3.62M as of Q1 2026.
  • Creative Planning bought 19,013 Phinia Inc shares in Q1 2026, an estimated $1.33M.
  • Phinia Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1421 holding.
  • Creative Planning first reported a position in Phinia Inc in Q3 2024 and has held it in 7 quarters since.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.