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Halbert Hargrove Global Advisors’s Phinia Inc PHIN Stock Holding History

Halbert Hargrove Global 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
2025
Q4 		– Sell
-4
Closed -$230 – 647
2025
Q3 		$230 Buy
+4
New +$216 ﹤0.01% 714

Other funds holding PHIN

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Halbert Hargrove Global Advisors's PHIN Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Phinia Inc (PHIN) in Q4 2025, closing a stake of 4 shares — an estimated $230 sold.

Halbert Hargrove Global Advisors first reported a position in PHIN in Q3 2025 and held it in 1 quarter. The position peaked at $230 in Q3 2025. 369 funds tracked by Wall St. Rank hold PHIN as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Phinia Inc position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 4 Phinia Inc shares in Q4 2025, an estimated $230.
  • Halbert Hargrove Global Advisors first reported a position in Phinia Inc in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Phinia Inc position peaked at $230 in Q3 2025.
  • 369 funds tracked by Wall St. Rank held Phinia Inc as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.