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
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

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

CX Institutional's PHIN Position: Q2 2026 in Review

CX Institutional reduced its Phinia Inc (PHIN) stake by 0.61% in Q2 2026, selling an estimated $306 and leaving 653 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

CX Institutional first reported a position in PHIN in Q1 2025 and has held it in 6 quarters since. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • CX Institutional held 653 shares of Phinia Inc worth $54K as of Q2 2026.
  • CX Institutional sold 4 Phinia Inc shares in Q2 2026, an estimated $306.
  • Phinia Inc made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #969 holding.
  • CX Institutional first reported a position in Phinia Inc in Q1 2025 and has held it in 6 quarters since.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.