EP Wealth Advisors
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EP Wealth Advisors’s Phinia Inc PHIN Stock Holding History

EP Wealth 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 		$277K Buy
4,669
+1,118
+31% +$80.2K ﹤0.01% 1314
2026
Q2 		$292K Sell
3,551
-285
-7% -$21.8K ﹤0.01% 1312
2026
Q1 		$263K Sell
3,836
-201
-5% -$14K ﹤0.01% 1244
2025
Q4 		$253K Buy
+4,037
New +$223K ﹤0.01% 1234

Other funds holding PHIN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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

EP Wealth Advisors's PHIN Position: Q3 2026 in Review

EP Wealth Advisors increased its Phinia Inc (PHIN) stake by 31% in Q3 2026, buying an estimated $80.2K and bringing the position to 4,669 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

EP Wealth Advisors first reported a position in PHIN in Q4 2025 and has held it in 4 quarters since. The position peaked at $292K in Q2 2026. 307 funds tracked by Wall St. Rank hold PHIN as of Q3 2026.

  • EP Wealth Advisors held 4,669 shares of Phinia Inc worth $277K as of Q3 2026.
  • EP Wealth Advisors bought 1,118 Phinia Inc shares in Q3 2026, an estimated $80.2K.
  • Phinia Inc made up ﹤0.01% of EP Wealth Advisors's portfolio in Q3 2026, its #1314 holding.
  • EP Wealth Advisors first reported a position in Phinia Inc in Q4 2025 and has held it in 4 quarters since.
  • EP Wealth Advisors's Phinia Inc position peaked at $292K in Q2 2026.
  • 307 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.