Focus Partners Wealth
PHIN icon

Focus Partners Wealth’s Phinia Inc PHIN Stock Holding History

Focus Partners Wealth’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 		$376K Sell
5,489
-1,355
-20% -$94.6K ﹤0.01% 2068
2025
Q4 		$429K Buy
6,844
+644
+10% +$35.6K ﹤0.01% 2017
2025
Q3 		$356K Sell
6,200
-1,592
-20% -$85.9K ﹤0.01% 1763
2025
Q2 		$347K Sell
7,792
-517
-6% -$21.8K ﹤0.01% 1605
2025
Q1 		$353K Sell
8,309
-247
-3% -$11.8K ﹤0.01% 1497
2024
Q4 		$412K Buy
+8,556
New +$423K ﹤0.01% 1406

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

Focus Partners Wealth's PHIN Position: Q1 2026 in Review

Focus Partners Wealth reduced its Phinia Inc (PHIN) stake by 20% in Q1 2026, selling an estimated $94.6K and leaving 5,489 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #2068.

Focus Partners Wealth first reported a position in PHIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $429K in Q4 2025. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • Focus Partners Wealth held 5,489 shares of Phinia Inc worth $376K as of Q1 2026.
  • Focus Partners Wealth sold 1,355 Phinia Inc shares in Q1 2026, an estimated $94.6K.
  • Phinia Inc made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2068 holding.
  • Focus Partners Wealth first reported a position in Phinia Inc in Q4 2024 and has held it in 6 quarters since.
  • Focus Partners Wealth's Phinia Inc position peaked at $429K in Q4 2025.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.