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JFS Wealth Advisors’s Phinia Inc PHIN Stock Holding History

JFS Wealth Advisors’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 		$15.1K Buy
183
+7
+4% +$536 ﹤0.01% 844
2026
Q1 		$12.1K Hold
176
– – ﹤0.01% 876
2025
Q4 		$11K Buy
176
+1
+0.6% +$55 ﹤0.01% 939
2025
Q3 		$10.1K Buy
175
+1
+0.6% +$54 ﹤0.01% 898
2025
Q2 		$7.76K Hold
174
– – ﹤0.01% 949
2025
Q1 		$7.37K Buy
174
+1
+0.6% +$48 ﹤0.01% 983
2024
Q4 		$8.32K Buy
173
+1
+0.6% +$49 ﹤0.01% 915
2024
Q3 		$7.92K Buy
172
+1
+0.6% +$45 ﹤0.01% 942
2024
Q2 		$6.74K Buy
171
+1
+0.6% +$41 ﹤0.01% 937
2024
Q1 		$6.55K Sell
170
-114
-40% -$3.71K ﹤0.01% 991
2023
Q4 		$8.59K Buy
284
+3
+1% +$80 ﹤0.01% 827
2023
Q3 		$7.54K Buy
+281
New +$7.78K ﹤0.01% 822

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

JFS Wealth Advisors's PHIN Position: Q2 2026 in Review

JFS Wealth Advisors increased its Phinia Inc (PHIN) stake by 4% in Q2 2026, buying an estimated $536 and bringing the position to 183 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

JFS Wealth Advisors first reported a position in PHIN in Q3 2023 and has held it in 12 quarters since. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • JFS Wealth Advisors held 183 shares of Phinia Inc worth $15.1K as of Q2 2026.
  • JFS Wealth Advisors bought 7 Phinia Inc shares in Q2 2026, an estimated $536.
  • Phinia Inc made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #844 holding.
  • JFS Wealth Advisors first reported a position in Phinia Inc in Q3 2023 and has held it in 12 quarters since.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.