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
Q2 		– Sell
-5,489
Closed -$376K – 2922
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 $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 $3.38T AUM 44.17% 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

Focus Partners Wealth's PHIN Position: Q2 2026 in Review

Focus Partners Wealth sold out of Phinia Inc (PHIN) in Q2 2026, closing a stake of 5,489 shares — an estimated $376K sold.

Focus Partners Wealth first reported a position in PHIN in Q4 2024 and held it in 6 quarters. The position peaked at $429K in Q4 2025. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Focus Partners Wealth reported no remaining Phinia Inc position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 5,489 Phinia Inc shares in Q2 2026, an estimated $376K.
  • Focus Partners Wealth first reported a position in Phinia Inc in Q4 2024 and held it in 6 quarters.
  • Focus Partners Wealth's Phinia Inc position peaked at $429K in Q4 2025.
  • 393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.