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
Q2 		$5.74M Buy
69,713
+16,841
+32% +$1.29M ﹤0.01% 1294
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 $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 $3.37T AUM 44.26% 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

Creative Planning's PHIN Position: Q2 2026 in Review

Creative Planning increased its Phinia Inc (PHIN) stake by 32% in Q2 2026, buying an estimated $1.29M and bringing the position to 69,713 shares worth $5.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Creative Planning first reported a position in PHIN in Q3 2024 and has held it in 8 quarters since. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Creative Planning held 69,713 shares of Phinia Inc worth $5.74M as of Q2 2026.
  • Creative Planning bought 16,841 Phinia Inc shares in Q2 2026, an estimated $1.29M.
  • Phinia Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1294 holding.
  • Creative Planning first reported a position in Phinia Inc in Q3 2024 and has held it in 8 quarters since.
  • 393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.