EI
PHIN icon

Ethic Inc’s Phinia Inc PHIN Stock Holding History

Ethic Inc’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 		$691K Buy
10,104
+1,050
+12% +$73.3K 0.01% 753
2025
Q4 		$568K Sell
9,054
-4,123
-31% -$228K 0.01% 810
2025
Q3 		$757K Sell
13,177
-1,154
-8% -$62.3K 0.01% 719
2025
Q2 		$640K Sell
14,331
-2,860
-17% -$121K 0.01% 738
2025
Q1 		$738K Buy
17,191
+3,676
+27% +$176K 0.01% 668
2024
Q4 		$651K Buy
+13,515
New +$667K 0.01% 718
2024
Q3 		– Sell
-7,099
Closed -$279K – 1156
2024
Q2 		$279K Buy
+7,099
New +$292K 0.01% 930

Other funds holding PHIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ethic Inc's PHIN Position: Q1 2026 in Review

Ethic Inc increased its Phinia Inc (PHIN) stake by 12% in Q1 2026, buying an estimated $73.3K and bringing the position to 10,104 shares worth $691K. The position accounts for 0.01% of the portfolio, ranked #753.

Ethic Inc first reported a position in PHIN in Q2 2024 and has held it in 7 quarters since. The position peaked at $757K in Q3 2025. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • Ethic Inc held 10,104 shares of Phinia Inc worth $691K as of Q1 2026.
  • Ethic Inc bought 1,050 Phinia Inc shares in Q1 2026, an estimated $73.3K.
  • Phinia Inc made up 0.01% of Ethic Inc's portfolio in Q1 2026, its #753 holding.
  • Ethic Inc first reported a position in Phinia Inc in Q2 2024 and has held it in 7 quarters since.
  • Ethic Inc's Phinia Inc position peaked at $757K in Q3 2025.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.