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EverSource Wealth Advisors’s Phinia Inc PHIN Stock Holding History

EverSource 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
Q2 		$42.1K Sell
511
-621
-55% -$47.5K ﹤0.01% 1883
2026
Q1 		$77.5K Buy
1,132
+376
+50% +$26.3K ﹤0.01% 1584
2025
Q4 		$47.4K Sell
756
-112
-13% -$6.19K ﹤0.01% 1783
2025
Q3 		$49.9K Buy
868
+222
+34% +$12K ﹤0.01% 1714
2025
Q2 		$28.7K Buy
646
+102
+19% +$4.3K ﹤0.01% 2009
2025
Q1 		$23.1K Buy
544
+7
+1% +$335 ﹤0.01% 1618
2024
Q4 		$25.9K Sell
537
-1
-0.2% -$49 ﹤0.01% 1497
2024
Q3 		$24.8K Hold
538
– – ﹤0.01% 1387
2024
Q2 		$24K Hold
538
– – ﹤0.01% 1413
2024
Q1 		$21K Sell
538
-21
-4% -$684 ﹤0.01% 1338
2023
Q4 		$16.9K Buy
+559
New +$15K ﹤0.01% 1314

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

EverSource Wealth Advisors's PHIN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Phinia Inc (PHIN) stake by 55% in Q2 2026, selling an estimated $47.5K and leaving 511 shares worth $42.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

EverSource Wealth Advisors first reported a position in PHIN in Q4 2023 and has held it in 11 quarters since. The position peaked at $77.5K in Q1 2026. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • EverSource Wealth Advisors held 511 shares of Phinia Inc worth $42.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 621 Phinia Inc shares in Q2 2026, an estimated $47.5K.
  • Phinia Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1883 holding.
  • EverSource Wealth Advisors first reported a position in Phinia Inc in Q4 2023 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's Phinia Inc position peaked at $77.5K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.