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JNBA Financial Advisors’s Phinia Inc PHIN Stock Holding History

JNBA Financial 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
Q1 		– Sell
-11
Closed -$690 – 869
2025
Q4 		$690 Buy
+11
New +$608 ﹤0.01% 760

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

JNBA Financial Advisors's PHIN Position: Q1 2026 in Review

JNBA Financial Advisors sold out of Phinia Inc (PHIN) in Q1 2026, closing a stake of 11 shares — an estimated $690 sold.

JNBA Financial Advisors first reported a position in PHIN in Q4 2025 and held it in 1 quarter. The position peaked at $690 in Q4 2025. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • JNBA Financial Advisors reported no remaining Phinia Inc position as of Q1 2026 after selling out during the quarter.
  • JNBA Financial Advisors sold 11 Phinia Inc shares in Q1 2026, an estimated $690.
  • JNBA Financial Advisors first reported a position in Phinia Inc in Q4 2025 and held it in 1 quarter.
  • JNBA Financial Advisors's Phinia Inc position peaked at $690 in Q4 2025.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.