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CVA Family Office’s Phinia Inc PHIN Stock Holding History

CVA Family Office’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 		$3.08K Hold
45
– – ﹤0.01% 1401
2025
Q4 		$2.82K Hold
45
– – ﹤0.01% 947
2025
Q3 		$2.59K Hold
45
– – ﹤0.01% 968
2025
Q2 		$2K Buy
45
+13
+41% +$548 ﹤0.01% 997
2025
Q1 		$1.36K Hold
32
– – ﹤0.01% 1057
2024
Q4 		$1.54K Hold
32
– – ﹤0.01% 1031
2024
Q3 		$1.47K Sell
32
-5
-14% -$225 ﹤0.01% 1019
2024
Q2 		$1.46K Hold
37
– – ﹤0.01% 1012
2024
Q1 		$1.42K Hold
37
– – ﹤0.01% 963
2023
Q4 		$1.12K Buy
+37
New +$992 ﹤0.01% 973

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

CVA Family Office's PHIN Position: Q1 2026 in Review

CVA Family Office held its Phinia Inc (PHIN) position steady in Q1 2026 at 45 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

CVA Family Office first reported a position in PHIN in Q4 2023 and has held it in 10 quarters since. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • CVA Family Office held 45 shares of Phinia Inc worth $3.08K as of Q1 2026.
  • CVA Family Office left its Phinia Inc share count unchanged in Q1 2026.
  • Phinia Inc made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1401 holding.
  • CVA Family Office first reported a position in Phinia Inc in Q4 2023 and has held it in 10 quarters since.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.