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IFP Advisors’s Phinia Inc PHIN Stock Holding History

IFP 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
Q2 		$55.1K Hold
669
– – ﹤0.01% 2340
2026
Q1 		$45.8K Hold
669
– – ﹤0.01% 2301
2025
Q4 		$41.9K Sell
669
-1
-0.1% -$55 ﹤0.01% 2290
2025
Q3 		$38.5K Buy
670
+117
+21% +$6.32K ﹤0.01% 2209
2025
Q2 		$34.9K Sell
553
-166
-23% -$7K ﹤0.01% 2243
2025
Q1 		$30.5K Buy
719
+5
+0.7% +$240 ﹤0.01% 2106
2024
Q4 		$34.9K Sell
714
-5
-0.7% -$247 ﹤0.01% 2009
2024
Q3 		$33.1K Sell
719
-4,802
-87% -$216K ﹤0.01% 1912
2024
Q2 		$217K Sell
5,521
-107
-2% -$4.4K 0.01% 1007
2024
Q1 		$216K Sell
5,628
-28
-0.5% -$911 0.01% 961
2023
Q4 		$171K Buy
5,656
+2,355
+71% +$63.2K 0.01% 1020
2023
Q3 		$88.4K Buy
+3,301
New +$91.4K ﹤0.01% 1315

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

IFP Advisors's PHIN Position: Q2 2026 in Review

IFP Advisors held its Phinia Inc (PHIN) position steady in Q2 2026 at 669 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2340.

IFP Advisors first reported a position in PHIN in Q3 2023 and has held it in 12 quarters since. The position peaked at $217K in Q2 2024. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • IFP Advisors held 669 shares of Phinia Inc worth $55.1K as of Q2 2026.
  • IFP Advisors left its Phinia Inc share count unchanged in Q2 2026.
  • Phinia Inc made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2340 holding.
  • IFP Advisors first reported a position in Phinia Inc in Q3 2023 and has held it in 12 quarters since.
  • IFP Advisors's Phinia Inc position peaked at $217K in Q2 2024.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.