LFG
PHIN icon

Larson Financial Group’s Phinia Inc PHIN Stock Holding History

Larson Financial Group’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 		$34.6K Sell
420
-3
-0.7% -$230 ﹤0.01% 1697
2026
Q1 		$28.9K Sell
423
-2
-0.5% -$140 ﹤0.01% 1648
2025
Q4 		$26.6K Buy
425
+256
+151% +$14.2K ﹤0.01% 1555
2025
Q3 		$9.72K Sell
169
-210
-55% -$11.3K ﹤0.01% 2030
2025
Q2 		$16.9K Buy
379
+186
+96% +$7.85K ﹤0.01% 1563
2025
Q1 		$8.2K Buy
193
+110
+133% +$5.27K ﹤0.01% 1710
2024
Q4 		$3.99K Buy
83
+1
+1% +$49 ﹤0.01% 1719
2024
Q3 		$3.79K Hold
82
– – ﹤0.01% 1723
2024
Q2 		$3.23K Buy
82
+5
+6% +$206 ﹤0.01% 1526
2024
Q1 		$2.94K Buy
77
+1
+1% +$33 ﹤0.01% 1295
2023
Q4 		$2.3K Hold
76
– – ﹤0.01% 1346
2023
Q3 		$2.04K Buy
+76
New +$2.1K ﹤0.01% 1356

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

Larson Financial Group's PHIN Position: Q2 2026 in Review

Larson Financial Group reduced its Phinia Inc (PHIN) stake by 0.71% in Q2 2026, selling an estimated $230 and leaving 420 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Larson Financial Group 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.

  • Larson Financial Group held 420 shares of Phinia Inc worth $34.6K as of Q2 2026.
  • Larson Financial Group sold 3 Phinia Inc shares in Q2 2026, an estimated $230.
  • Phinia Inc made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1697 holding.
  • Larson Financial Group 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 Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.