iSAM Funds (UK)’s Phinia Inc PHIN Stock Holding History

iSAM Funds (UK)’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	–	Sell	-4,850	Closed	-$304K	–	419
2025 Q4	$304K	Sell	4,850 -5,797	-54%	-$320K	0.11%	222
2025 Q3	$612K	Buy	+10,647	New	+$575K	0.13%	233

Other funds holding PHIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

iSAM Funds (UK)'s PHIN Position: Q1 2026 in Review

iSAM Funds (UK) sold out of Phinia Inc (PHIN) in Q1 2026, closing a stake of 4,850 shares — an estimated $304K sold.

iSAM Funds (UK) first reported a position in PHIN in Q3 2025 and held it in 2 quarters. The position peaked at $612K in Q3 2025. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

iSAM Funds (UK) reported no remaining Phinia Inc position as of Q1 2026 after selling out during the quarter.
iSAM Funds (UK) sold 4,850 Phinia Inc shares in Q1 2026, an estimated $304K.
iSAM Funds (UK) first reported a position in Phinia Inc in Q3 2025 and held it in 2 quarters.
iSAM Funds (UK)'s Phinia Inc position peaked at $612K in Q3 2025.
386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.