LI
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LRI Investments’s Phinia Inc PHIN Stock Holding History

LRI Investments’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 		– Sell
-103
Closed -$7.05K – 1989
2026
Q1 		$7.05K Buy
103
+18
+21% +$1.26K ﹤0.01% 985
2025
Q4 		$5.33K Hold
85
– – ﹤0.01% 1030
2025
Q3 		$4.88K Hold
85
– – ﹤0.01% 1057
2025
Q2 		$3.78K Buy
85
+79
+1,317% +$3.33K ﹤0.01% 1078
2025
Q1 		$255 Hold
6
– – ﹤0.01% 1185
2024
Q4 		$289 Hold
6
– – ﹤0.01% 1135
2024
Q3 		$313 Hold
6
– – ﹤0.01% 1128
2024
Q2 		$236 Hold
6
– – ﹤0.01% 1127
2024
Q1 		$231 Buy
+6
New +$195 ﹤0.01% 831

Other funds holding PHIN

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LRI Investments's PHIN Position: Q2 2026 in Review

LRI Investments sold out of Phinia Inc (PHIN) in Q2 2026, closing a stake of 103 shares — an estimated $7.05K sold.

LRI Investments first reported a position in PHIN in Q1 2024 and held it in 9 quarters. The position peaked at $7.05K in Q1 2026. 41 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • LRI Investments reported no remaining Phinia Inc position as of Q2 2026 after selling out during the quarter.
  • LRI Investments sold 103 Phinia Inc shares in Q2 2026, an estimated $7.05K.
  • LRI Investments first reported a position in Phinia Inc in Q1 2024 and held it in 9 quarters.
  • LRI Investments's Phinia Inc position peaked at $7.05K in Q1 2026.
  • 41 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.