CI
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CX Institutional’s Phinia Inc PHIN Stock Holding History

CX Institutional’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
Q3 		$39K Buy
655
+2
+0.3% +$144 ﹤0.01% 1071
2026
Q2 		$54K Sell
653
-4
-0.6% -$306 ﹤0.01% 969
2026
Q1 		$45K Buy
657
+1
+0.2% +$70 ﹤0.01% 991
2025
Q4 		$41K Sell
656
-8
-1% -$442 ﹤0.01% 1005
2025
Q3 		$38K Hold
664
– – ﹤0.01% 989
2025
Q2 		$30K Sell
664
-69
-9% -$2.91K ﹤0.01% 920
2025
Q1 		$31K Buy
+733
New +$35.1K ﹤0.01% 902

Other funds holding PHIN

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

CX Institutional's PHIN Position: Q3 2026 in Review

CX Institutional increased its Phinia Inc (PHIN) stake by 0.31% in Q3 2026, buying an estimated $144 and bringing the position to 655 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

CX Institutional first reported a position in PHIN in Q1 2025 and has held it in 7 quarters since. The position peaked at $54K in Q2 2026. 10 funds tracked by Wall St. Rank hold PHIN as of Q3 2026.

  • CX Institutional held 655 shares of Phinia Inc worth $39K as of Q3 2026.
  • CX Institutional bought 2 Phinia Inc shares in Q3 2026, an estimated $144.
  • Phinia Inc made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1071 holding.
  • CX Institutional first reported a position in Phinia Inc in Q1 2025 and has held it in 7 quarters since.
  • CX Institutional's Phinia Inc position peaked at $54K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.