HNW
PHIN icon

High Note Wealth’s Phinia Inc PHIN Stock Holding History

High Note 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 		$2.96K Hold
36
– – ﹤0.01% 742
2026
Q1 		$2.46K Hold
36
– – ﹤0.01% 744
2025
Q4 		$2.26K Buy
36
+4
+13% +$221 ﹤0.01% 732
2025
Q3 		$1.84K Hold
32
– – ﹤0.01% 700
2025
Q2 		$1.42K Sell
32
-52
-62% -$2.19K ﹤0.01% 736
2025
Q1 		$3.56K Hold
84
– – ﹤0.01% 549
2024
Q4 		$4.05K Buy
+84
New +$4.15K ﹤0.01% 547

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 $3.37T AUM 44.26% 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

High Note Wealth's PHIN Position: Q2 2026 in Review

High Note Wealth held its Phinia Inc (PHIN) position steady in Q2 2026 at 36 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

High Note Wealth first reported a position in PHIN in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.05K in Q4 2024. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • High Note Wealth held 36 shares of Phinia Inc worth $2.96K as of Q2 2026.
  • High Note Wealth left its Phinia Inc share count unchanged in Q2 2026.
  • Phinia Inc made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #742 holding.
  • High Note Wealth first reported a position in Phinia Inc in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Phinia Inc position peaked at $4.05K in Q4 2024.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.