BPI
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BFC Planning, Inc.’s Phinia Inc PHIN Stock Holding History

BFC Planning, 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
Q2 		$24.7K Hold
300
– – ﹤0.01% 1908
2026
Q1 		$20.5K Hold
300
– – ﹤0.01% 1701
2025
Q4 		$18.8K Hold
300
– – ﹤0.01% 1773
2025
Q3 		$17.2K Hold
300
– – ﹤0.01% 1651
2025
Q2 		$13.3K Hold
300
– – ﹤0.01% 1678
2025
Q1 		$12.7K Hold
300
– – ﹤0.01% 1658
2024
Q4 		$14.5K Buy
+300
New +$14.8K ﹤0.01% 1597

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

BFC Planning, Inc.'s PHIN Position: Q2 2026 in Review

BFC Planning, Inc. held its Phinia Inc (PHIN) position steady in Q2 2026 at 300 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

BFC Planning, Inc. first reported a position in PHIN in Q4 2024 and has held it in 7 quarters since. 397 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • BFC Planning, Inc. held 300 shares of Phinia Inc worth $24.7K as of Q2 2026.
  • BFC Planning, Inc. left its Phinia Inc share count unchanged in Q2 2026.
  • Phinia Inc made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1908 holding.
  • BFC Planning, Inc. first reported a position in Phinia Inc in Q4 2024 and has held it in 7 quarters since.
  • 397 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.