Elevated Capital Advisors
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Elevated Capital Advisors’s Phinia Inc PHIN Stock Holding History

Elevated Capital Advisors’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 		$238 Hold
4
– – ﹤0.01% 850
2026
Q2 		$329 Hold
4
– – ﹤0.01% 821
2026
Q1 		$274 Hold
4
– – ﹤0.01% 821
2025
Q4 		$251 Buy
+4
New +$221 ﹤0.01% 804

Other funds holding PHIN

Vanguard Portfolio Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 26.21% 1-Year Est. Return

Elevated Capital Advisors's PHIN Position: Q3 2026 in Review

Elevated Capital Advisors held its Phinia Inc (PHIN) position steady in Q3 2026 at 4 shares worth $238. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Elevated Capital Advisors first reported a position in PHIN in Q4 2025 and has held it in 4 quarters since. The position peaked at $329 in Q2 2026. 287 funds tracked by Wall St. Rank hold PHIN as of Q3 2026.

  • Elevated Capital Advisors held 4 shares of Phinia Inc worth $238 as of Q3 2026.
  • Elevated Capital Advisors left its Phinia Inc share count unchanged in Q3 2026.
  • Phinia Inc made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #850 holding.
  • Elevated Capital Advisors first reported a position in Phinia Inc in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's Phinia Inc position peaked at $329 in Q2 2026.
  • 287 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.