IAS
PHIN icon

IMA Advisory Services’s Phinia Inc PHIN Stock Holding History

IMA Advisory Services’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 		$4.2K Buy
51
+16
+46% +$1.23K ﹤0.01% 954
2026
Q1 		$2.4K Sell
35
-1
-3% -$70 ﹤0.01% 608
2025
Q4 		$2.26K Buy
+36
New +$1.99K ﹤0.01% 635

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

IMA Advisory Services's PHIN Position: Q2 2026 in Review

IMA Advisory Services increased its Phinia Inc (PHIN) stake by 46% in Q2 2026, buying an estimated $1.23K and bringing the position to 51 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

IMA Advisory Services first reported a position in PHIN in Q4 2025 and has held it in 3 quarters since. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • IMA Advisory Services held 51 shares of Phinia Inc worth $4.2K as of Q2 2026.
  • IMA Advisory Services bought 16 Phinia Inc shares in Q2 2026, an estimated $1.23K.
  • Phinia Inc made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #954 holding.
  • IMA Advisory Services first reported a position in Phinia Inc in Q4 2025 and has held it in 3 quarters since.
  • 393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.