CWA Asset Management Group’s Phinia Inc PHIN Stock Holding History

CWA Asset Management Group’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	$3.82M	Buy	46,410 +3,930	+9%	+$301K	0.12%	190
2026 Q1	$2.91M	Buy	42,480 +2,472	+6%	+$173K	0.1%	202
2025 Q4	$2.51M	Buy	40,008 +977	+3%	+$54K	0.09%	196
2025 Q3	$2.24M	Buy	39,031 +2,412	+7%	+$130K	0.08%	211
2025 Q2	$1.63M	Buy	36,619 +10,038	+38%	+$424K	0.07%	242
2025 Q1	$1.13M	Buy	26,581 +5,784	+28%	+$277K	0.05%	277
2024 Q4	$1M	Buy	20,797 +3,954	+23%	+$195K	0.05%	255
2024 Q3	$775K	Buy	+16,843	New	+$758K	0.04%	289

Other funds holding PHIN

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

CWA Asset Management Group's PHIN Position: Q2 2026 in Review

CWA Asset Management Group increased its Phinia Inc (PHIN) stake by 9.3% in Q2 2026, buying an estimated $301K and bringing the position to 46,410 shares worth $3.82M. The position accounts for 0.12% of the portfolio, ranked #190.

CWA Asset Management Group first reported a position in PHIN in Q3 2024 and has held it in 8 quarters since. 41 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

CWA Asset Management Group held 46,410 shares of Phinia Inc worth $3.82M as of Q2 2026.
CWA Asset Management Group bought 3,930 Phinia Inc shares in Q2 2026, an estimated $301K.
Phinia Inc made up 0.12% of CWA Asset Management Group's portfolio in Q2 2026, its #190 holding.
CWA Asset Management Group first reported a position in Phinia Inc in Q3 2024 and has held it in 8 quarters since.
41 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.