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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jacobs Levy Equity Management's PHIN Position: Q1 2026 in Review

Jacobs Levy Equity Management reduced its Phinia Inc (PHIN) stake by 45% in Q1 2026, selling an estimated $1.92M and leaving 33,300 shares worth $2.28M. The position accounts for 0.01% of the portfolio, ranked #562.

Jacobs Levy Equity Management first reported a position in PHIN in Q4 2023 and has held it in 10 quarters since. The position peaked at $47.3M in Q4 2024. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • Jacobs Levy Equity Management held 33,300 shares of Phinia Inc worth $2.28M as of Q1 2026.
  • Jacobs Levy Equity Management sold 27,536 Phinia Inc shares in Q1 2026, an estimated $1.92M.
  • Phinia Inc made up 0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #562 holding.
  • Jacobs Levy Equity Management first reported a position in Phinia Inc in Q4 2023 and has held it in 10 quarters since.
  • Jacobs Levy Equity Management's Phinia Inc position peaked at $47.3M in Q4 2024.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.