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Heartland Advisors’s Phinia Inc PHIN Stock Holding History

Heartland 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
Q1 		$17.6M Buy
257,333
+333
+0.1% +$23.3K 0.9% 28
2025
Q4 		$16.1M Sell
257,000
-18
-0% -$995 0.87% 31
2025
Q3 		$14.8M Buy
257,018
+157,018
+157% +$8.48M 0.78% 37
2025
Q2 		$4.45M Buy
+100,000
New +$4.22M 0.25% 150

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

Heartland Advisors's PHIN Position: Q1 2026 in Review

Heartland Advisors increased its Phinia Inc (PHIN) stake by 0.13% in Q1 2026, buying an estimated $23.3K and bringing the position to 257,333 shares worth $17.6M. The position accounts for 0.9% of the portfolio, ranked #28.

Heartland Advisors first reported a position in PHIN in Q2 2025 and has held it in 4 quarters since. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • Heartland Advisors held 257,333 shares of Phinia Inc worth $17.6M as of Q1 2026.
  • Heartland Advisors bought 333 Phinia Inc shares in Q1 2026, an estimated $23.3K.
  • Phinia Inc made up 0.9% of Heartland Advisors's portfolio in Q1 2026, its #28 holding.
  • Heartland Advisors first reported a position in Phinia Inc in Q2 2025 and has held it in 4 quarters since.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.