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 Q1	$274	Hold	4	–	–	﹤0.01%	821
2025 Q4	$251	Buy	+4	New	+$221	﹤0.01%	804

Other funds holding PHIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Elevated Capital Advisors's PHIN Position: Q1 2026 in Review

Elevated Capital Advisors held its Phinia Inc (PHIN) position steady in Q1 2026 at 4 shares worth $274. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Elevated Capital Advisors first reported a position in PHIN in Q4 2025 and has held it in 2 quarters since. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

Elevated Capital Advisors held 4 shares of Phinia Inc worth $274 as of Q1 2026.
Elevated Capital Advisors left its Phinia Inc share count unchanged in Q1 2026.
Phinia Inc made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q1 2026, its #821 holding.
Elevated Capital Advisors first reported a position in Phinia Inc in Q4 2025 and has held it in 2 quarters since.
386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.