Jacobs Levy Equity Management
PHIN icon

Jacobs Levy Equity Management’s Phinia Inc PHIN Stock Holding History

Jacobs Levy Equity Management’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 		– Sell
-33,300
Closed -$2.28M – 1047
2026
Q1 		$2.28M Sell
33,300
-27,536
-45% -$1.92M 0.01% 562
2025
Q4 		$3.81M Sell
60,836
-142,588
-70% -$7.88M 0.01% 457
2025
Q3 		$11.7M Sell
203,424
-21,571
-10% -$1.16M 0.05% 267
2025
Q2 		$10M Sell
224,995
-158,986
-41% -$6.71M 0.04% 305
2025
Q1 		$16.3M Sell
383,981
-597,285
-61% -$28.6M 0.06% 256
2024
Q4 		$47.3M Sell
981,266
-35,336
-3% -$1.75M 0.17% 136
2024
Q3 		$46.8M Buy
1,016,602
+95,870
+10% +$4.31M 0.18% 141
2024
Q2 		$36.2M Buy
920,732
+482,552
+110% +$19.9M 0.15% 145
2024
Q1 		$16.8M Buy
438,180
+424,168
+3,027% +$13.8M 0.08% 230
2023
Q4 		$424K Buy
+14,012
New +$376K ﹤0.01% 853

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

Jacobs Levy Equity Management's PHIN Position: Q2 2026 in Review

Jacobs Levy Equity Management sold out of Phinia Inc (PHIN) in Q2 2026, closing a stake of 33,300 shares — an estimated $2.28M sold.

Jacobs Levy Equity Management first reported a position in PHIN in Q4 2023 and held it in 10 quarters. The position peaked at $47.3M in Q4 2024. 392 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Jacobs Levy Equity Management reported no remaining Phinia Inc position as of Q2 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 33,300 Phinia Inc shares in Q2 2026, an estimated $2.28M.
  • Jacobs Levy Equity Management first reported a position in Phinia Inc in Q4 2023 and held it in 10 quarters.
  • Jacobs Levy Equity Management's Phinia Inc position peaked at $47.3M in Q4 2024.
  • 392 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.