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
Q2 		$743K Buy
9,018
+340
+4% +$26K ﹤0.01% 2117
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 $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

Janney Montgomery Scott's PHIN Position: Q2 2026 in Review

Janney Montgomery Scott increased its Phinia Inc (PHIN) stake by 3.9% in Q2 2026, buying an estimated $26K and bringing the position to 9,018 shares worth $743K. The position accounts for ﹤0.01% of the portfolio, ranked #2117.

Janney Montgomery Scott first reported a position in PHIN in Q3 2023 and has held it in 12 quarters since. The position peaked at $803K in Q4 2023. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Janney Montgomery Scott held 9,018 shares of Phinia Inc worth $743K as of Q2 2026.
  • Janney Montgomery Scott bought 340 Phinia Inc shares in Q2 2026, an estimated $26K.
  • Phinia Inc made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2117 holding.
  • Janney Montgomery Scott first reported a position in Phinia Inc in Q3 2023 and has held it in 12 quarters since.
  • Janney Montgomery Scott's Phinia Inc position peaked at $803K in Q4 2023.
  • 393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.