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Evergreen Capital Management’s Phinia Inc PHIN Stock Holding History

Evergreen Capital Management’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
Q2 		$283K Buy
+3,441
New +$263K 0.01% 1250
2024
Q1 		– Sell
-17,748
Closed -$538K – 914
2023
Q4 		$538K Sell
17,748
-2,523
-12% -$67.7K 0.02% 405
2023
Q3 		$543K Buy
+20,271
New +$561K 0.02% 372

Other funds holding PHIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evergreen Capital Management's PHIN Position: Q2 2026 in Review

Evergreen Capital Management opened a new position in Phinia Inc (PHIN) in Q2 2026: 3,441 shares worth $283K. The stake represents 0.01% of the portfolio and ranks #1250 among its holdings. This is a return to the name: Evergreen Capital Management previously reported a position in PHIN as recently as Q4 2023.

Evergreen Capital Management first reported a position in PHIN in Q3 2023 and has held it in 3 quarters since. The position peaked at $543K in Q3 2023. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Evergreen Capital Management held 3,441 shares of Phinia Inc worth $283K as of Q2 2026.
  • Phinia Inc was a new Evergreen Capital Management position in Q2 2026.
  • Phinia Inc made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1250 holding.
  • Evergreen Capital Management first reported a position in Phinia Inc in Q3 2023 and has held it in 3 quarters since.
  • Evergreen Capital Management's Phinia Inc position peaked at $543K in Q3 2023.
  • 393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.