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Integrated Wealth Concepts’s Phinia Inc PHIN Stock Holding History

Integrated Wealth Concepts’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 		$39.5K Buy
+479
New +$36.7K ﹤0.01% 3550

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

Integrated Wealth Concepts's PHIN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Phinia Inc (PHIN) in Q2 2026: 479 shares worth $39.5K. The stake represents ﹤0.01% of the portfolio and ranks #3550 among its holdings.

391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Integrated Wealth Concepts held 479 shares of Phinia Inc worth $39.5K as of Q2 2026.
  • Phinia Inc was a new Integrated Wealth Concepts position in Q2 2026.
  • Phinia Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3550 holding.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.