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 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 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

EP Wealth Advisors's PHIN Position: Q1 2026 in Review

EP Wealth Advisors reduced its Phinia Inc (PHIN) stake by 5% in Q1 2026, selling an estimated $14K and leaving 3,836 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

EP Wealth 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.

EP Wealth Advisors held 3,836 shares of Phinia Inc worth $263K as of Q1 2026.
EP Wealth Advisors sold 201 Phinia Inc shares in Q1 2026, an estimated $14K.
Phinia Inc made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1244 holding.
EP Wealth 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 EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.