LSV Asset Management
PHIN icon

LSV Asset Management’s Phinia Inc PHIN Stock Holding History

LSV Asset Management’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
Q3 		$83.6M Sell
1,406,359
-4,447
-0.3% -$319K 0.15% 186
2026
Q2 		$116M Buy
1,410,806
+24,721
+2% +$1.89M 0.21% 144
2026
Q1 		$94.9M Buy
1,386,085
+44,351
+3% +$3.1M 0.2% 154
2025
Q4 		$84.1M Sell
1,341,734
-22,800
-2% -$1.26M 0.18% 165
2025
Q3 		$78.4M Buy
1,364,534
+165,316
+14% +$8.92M 0.17% 165
2025
Q2 		$53.4M Buy
1,199,218
+194,627
+19% +$8.21M 0.12% 198
2025
Q1 		$42.6M Buy
1,004,591
+172,355
+21% +$8.26M 0.1% 217
2024
Q4 		$40.1M Buy
832,236
+46,919
+6% +$2.32M 0.09% 227
2024
Q3 		$36.1M Buy
785,317
+4,748
+0.6% +$214K 0.08% 245
2024
Q2 		$30.7M Buy
780,569
+5,792
+0.7% +$238K 0.07% 277
2024
Q1 		$29.8M Buy
774,777
+6,267
+0.8% +$204K 0.06% 283
2023
Q4 		$23.3M Buy
768,510
+42,080
+6% +$1.13M 0.05% 314
2023
Q3 		$19.5M Buy
+726,430
New +$20.1M 0.05% 324

Other funds holding PHIN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Banyan Capital Management
Banyan Capital Management Atlanta, Georgia $233M AUM 4.24% 1-Year Est. Return
Kestrel Investment Management
Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Peregrine Capital Management
Peregrine Capital Management Minneapolis, Minnesota $2.95B AUM 28.43% 1-Year Est. Return

LSV Asset Management's PHIN Position: Q3 2026 in Review

LSV Asset Management reduced its Phinia Inc (PHIN) stake by 0.32% in Q3 2026, selling an estimated $319K and leaving 1,406,359 shares worth $83.6M. The position accounts for 0.15% of the portfolio, ranked #186.

LSV Asset Management first reported a position in PHIN in Q3 2023 and has held it in 13 quarters since. The position peaked at $116M in Q2 2026. 188 funds tracked by Wall St. Rank hold PHIN as of Q3 2026.

  • LSV Asset Management held 1,406,359 shares of Phinia Inc worth $83.6M as of Q3 2026.
  • LSV Asset Management sold 4,447 Phinia Inc shares in Q3 2026, an estimated $319K.
  • Phinia Inc made up 0.15% of LSV Asset Management's portfolio in Q3 2026, its #186 holding.
  • LSV Asset Management first reported a position in Phinia Inc in Q3 2023 and has held it in 13 quarters since.
  • LSV Asset Management's Phinia Inc position peaked at $116M in Q2 2026.
  • 188 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2026.

Based on LSV Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.