Kestra Advisory Services’s Phinia Inc PHIN Stock Holding History

Kestra Advisory Services’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	-1,341	Closed	-$84K	–	4060
2025 Q4	$84K	Buy	+1,341	New	+$74.1K	﹤0.01%	3570

Other funds holding PHIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kestra Advisory Services's PHIN Position: Q1 2026 in Review

Kestra Advisory Services sold out of Phinia Inc (PHIN) in Q1 2026, closing a stake of 1,341 shares — an estimated $84K sold.

Kestra Advisory Services first reported a position in PHIN in Q4 2025 and held it in 1 quarter. The position peaked at $84K in Q4 2025. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

Kestra Advisory Services reported no remaining Phinia Inc position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 1,341 Phinia Inc shares in Q1 2026, an estimated $84K.
Kestra Advisory Services first reported a position in Phinia Inc in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's Phinia Inc position peaked at $84K in Q4 2025.
386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.