Jones Financial Companies
PHIN icon

Jones Financial Companies’s Phinia Inc PHIN Stock Holding History

Jones Financial Companies’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 		$172K Buy
2,026
+126
+7% +$9.65K ﹤0.01% 2641
2026
Q1 		$128K Buy
1,900
+436
+30% +$30.4K ﹤0.01% 2567
2025
Q4 		$91.8K Buy
1,464
+28
+2% +$1.55K ﹤0.01% 2248
2025
Q3 		$83.5K Buy
1,436
+1,074
+297% +$58K ﹤0.01% 2150
2025
Q2 		$16.2K Buy
362
+253
+232% +$10.7K ﹤0.01% 2690
2025
Q1 		$4.7K Sell
109
-371
-77% -$17.8K ﹤0.01% 2979
2024
Q4 		$23.1K Buy
480
+392
+445% +$19.4K ﹤0.01% 2193
2024
Q3 		$4.13K Buy
88
+3
+4% +$135 ﹤0.01% 2496
2024
Q2 		$3.35K Buy
+85
New +$3.5K ﹤0.01% 2042
2023
Q4 		– Sell
-337
Closed -$9.03K – 1031
2023
Q3 		$9.03K Buy
+337
New +$9.33K ﹤0.01% 481

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 $3.38T AUM 44.17% 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

Jones Financial Companies's PHIN Position: Q2 2026 in Review

Jones Financial Companies increased its Phinia Inc (PHIN) stake by 6.6% in Q2 2026, buying an estimated $9.65K and bringing the position to 2,026 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #2641.

Jones Financial Companies first reported a position in PHIN in Q3 2023 and has held it in 10 quarters since. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Jones Financial Companies held 2,026 shares of Phinia Inc worth $172K as of Q2 2026.
  • Jones Financial Companies bought 126 Phinia Inc shares in Q2 2026, an estimated $9.65K.
  • Phinia Inc made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2641 holding.
  • Jones Financial Companies first reported a position in Phinia Inc in Q3 2023 and has held it in 10 quarters since.
  • 393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.