KFI
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Key Financial Inc’s Phinia Inc PHIN Stock Holding History

Key Financial Inc’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 		$824 Hold
10
– – ﹤0.01% 1230
2026
Q1 		$684 Hold
10
– – ﹤0.01% 1281
2025
Q4 		$627 Hold
10
– – ﹤0.01% 1305
2025
Q3 		$574 Hold
10
– – ﹤0.01% 1324
2025
Q2 		$445 Hold
10
– – ﹤0.01% 1339
2025
Q1 		$424 Hold
10
– – ﹤0.01% 1301
2024
Q4 		$482 Hold
10
– – ﹤0.01% 1291
2024
Q3 		$460 Hold
10
– – ﹤0.01% 1265
2024
Q2 		$394 Hold
10
– – ﹤0.01% 1267
2024
Q1 		$384 Hold
10
– – ﹤0.01% 1248
2023
Q4 		$303 Hold
10
– – ﹤0.01% 1265
2023
Q3 		$268 Buy
+10
New +$277 ﹤0.01% 1292

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

Key Financial Inc's PHIN Position: Q2 2026 in Review

Key Financial Inc held its Phinia Inc (PHIN) position steady in Q2 2026 at 10 shares worth $824. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Key Financial Inc 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.

  • Key Financial Inc held 10 shares of Phinia Inc worth $824 as of Q2 2026.
  • Key Financial Inc left its Phinia Inc share count unchanged in Q2 2026.
  • Phinia Inc made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1230 holding.
  • Key Financial Inc 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 Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.