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Marquette Asset Management’s Phinia Inc PHIN Stock Holding History

Marquette 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 		– Sell
-18
Closed -$1.48K – 885
2026
Q2 		$1.48K Hold
18
– – ﹤0.01% 672
2026
Q1 		$1.23K Buy
+18
New +$1.26K ﹤0.01% 646

Other funds holding PHIN

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

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

Marquette Asset Management sold out of Phinia Inc (PHIN) in Q3 2026, closing a stake of 18 shares — an estimated $1.48K sold.

Marquette Asset Management first reported a position in PHIN in Q1 2026 and held it in 2 quarters. The position peaked at $1.48K in Q2 2026. 10 funds tracked by Wall St. Rank hold PHIN as of Q3 2026.

  • Marquette Asset Management reported no remaining Phinia Inc position as of Q3 2026 after selling out during the quarter.
  • Marquette Asset Management sold 18 Phinia Inc shares in Q3 2026, an estimated $1.48K.
  • Marquette Asset Management first reported a position in Phinia Inc in Q1 2026 and held it in 2 quarters.
  • Marquette Asset Management's Phinia Inc position peaked at $1.48K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.