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Dogwood Wealth Management’s Phinia Inc PHIN Stock Holding History

Dogwood Wealth Management’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 		$7.99K Hold
97
– – ﹤0.01% 427
2026
Q1 		$6.64K Hold
97
– – ﹤0.01% 417
2025
Q4 		$6.08K Hold
97
– – ﹤0.01% 386
2025
Q3 		$5.58K Hold
97
– – ﹤0.01% 379
2025
Q2 		$4.57K Buy
+97
New +$4.09K ﹤0.01% 457

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

Dogwood Wealth Management's PHIN Position: Q2 2026 in Review

Dogwood Wealth Management held its Phinia Inc (PHIN) position steady in Q2 2026 at 97 shares worth $7.99K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Dogwood Wealth Management first reported a position in PHIN in Q2 2025 and has held it in 5 quarters since. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Dogwood Wealth Management held 97 shares of Phinia Inc worth $7.99K as of Q2 2026.
  • Dogwood Wealth Management left its Phinia Inc share count unchanged in Q2 2026.
  • Phinia Inc made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #427 holding.
  • Dogwood Wealth Management first reported a position in Phinia Inc in Q2 2025 and has held it in 5 quarters since.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.