Janney Montgomery Scott
PHIN icon

Janney Montgomery Scott’s Phinia Inc PHIN Stock Holding History

Janney Montgomery Scott’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 		$594K Sell
8,678
-211
-2% -$14.7K ﹤0.01% 1940
2025
Q4 		$557K Sell
8,889
-394
-4% -$21.8K ﹤0.01% 2119
2025
Q3 		$534K Buy
9,283
+87
+0.9% +$4.7K ﹤0.01% 2101
2025
Q2 		$409K Hold
9,196
– – ﹤0.01% 2154
2025
Q1 		$390K Buy
9,196
+698
+8% +$33.4K ﹤0.01% 2152
2024
Q4 		$409K Sell
8,498
-285
-3% -$14.1K ﹤0.01% 2121
2024
Q3 		$404K Buy
8,783
+497
+6% +$22.4K ﹤0.01% 2110
2024
Q2 		$326K Sell
8,286
-434
-5% -$17.9K ﹤0.01% 2165
2024
Q1 		$335K Sell
8,720
-17,777
-67% -$579K ﹤0.01% 2264
2023
Q4 		$803K Buy
26,497
+2,026
+8% +$54.3K ﹤0.01% 1580
2023
Q3 		$656K Buy
+24,471
New +$678K ﹤0.01% 1594

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

Janney Montgomery Scott's PHIN Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Phinia Inc (PHIN) stake by 2.4% in Q1 2026, selling an estimated $14.7K and leaving 8,678 shares worth $594K. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

Janney Montgomery Scott first reported a position in PHIN in Q3 2023 and has held it in 11 quarters since. The position peaked at $803K in Q4 2023. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • Janney Montgomery Scott held 8,678 shares of Phinia Inc worth $594K as of Q1 2026.
  • Janney Montgomery Scott sold 211 Phinia Inc shares in Q1 2026, an estimated $14.7K.
  • Phinia Inc made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1940 holding.
  • Janney Montgomery Scott first reported a position in Phinia Inc in Q3 2023 and has held it in 11 quarters since.
  • Janney Montgomery Scott's Phinia Inc position peaked at $803K in Q4 2023.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.