LPL Financial
PHIN icon

LPL Financial’s Phinia Inc PHIN Stock Holding History

LPL Financial’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 		$491K Buy
5,962
+751
+14% +$57.5K ﹤0.01% 5044
2026
Q1 		$357K Buy
5,211
+250
+5% +$17.5K ﹤0.01% 5067
2025
Q4 		$311K Buy
4,961
+81
+2% +$4.48K ﹤0.01% 5120
2025
Q3 		$280K Buy
+4,880
New +$263K ﹤0.01% 5102
2025
Q2 		– Sell
-24,403
Closed -$1.04M – 5660
2025
Q1 		$1.04M Buy
24,403
+10,328
+73% +$495K ﹤0.01% 3529
2024
Q4 		$678K Buy
14,075
+6
+0% +$296 ﹤0.01% 3825
2024
Q3 		$648K Buy
+14,069
New +$633K ﹤0.01% 3778
2023
Q4 		– Sell
-7,963
Closed -$213K – 4876
2023
Q3 		$213K Buy
+7,963
New +$221K ﹤0.01% 4184

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

LPL Financial's PHIN Position: Q2 2026 in Review

LPL Financial increased its Phinia Inc (PHIN) stake by 14% in Q2 2026, buying an estimated $57.5K and bringing the position to 5,962 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #5044.

LPL Financial first reported a position in PHIN in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.04M in Q1 2025. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • LPL Financial held 5,962 shares of Phinia Inc worth $491K as of Q2 2026.
  • LPL Financial bought 751 Phinia Inc shares in Q2 2026, an estimated $57.5K.
  • Phinia Inc made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5044 holding.
  • LPL Financial first reported a position in Phinia Inc in Q3 2023 and has held it in 8 quarters since.
  • LPL Financial's Phinia Inc position peaked at $1.04M in Q1 2025.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.