Marshall Wace’s Phinia Inc PHIN Stock Holding History

Marshall Wace’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 Q1	$210K	Buy	+3,072	New	+$215K	﹤0.01%	2774
2025 Q4	–	Sell	-34,347	Closed	-$1.97M	–	3362
2025 Q3	$1.97M	Buy	34,347 +26,394	+332%	+$1.42M	﹤0.01%	1632
2025 Q2	$354K	Buy	7,953 +2,733	+52%	+$115K	﹤0.01%	2270
2025 Q1	$221K	Buy	5,220 +632	+14%	+$30.3K	﹤0.01%	2373
2024 Q4	$221K	Sell	4,588 -612	-12%	-$30.2K	﹤0.01%	2326
2024 Q3	$239K	Sell	5,200 -16,758	-76%	-$754K	﹤0.01%	2238
2024 Q2	$864K	Sell	21,958 -60,641	-73%	-$2.5M	﹤0.01%	1755
2024 Q1	$3.17M	Buy	+82,599	New	+$2.69M	﹤0.01%	1171

Other funds holding PHIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marshall Wace's PHIN Position: Q1 2026 in Review

Marshall Wace opened a new position in Phinia Inc (PHIN) in Q1 2026: 3,072 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #2774 among its holdings. This is a return to the name: Marshall Wace previously reported a position in PHIN as recently as Q3 2025.

Marshall Wace first reported a position in PHIN in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.17M in Q1 2024. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

Marshall Wace held 3,072 shares of Phinia Inc worth $210K as of Q1 2026.
Phinia Inc was a new Marshall Wace position in Q1 2026.
Phinia Inc made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2774 holding.
Marshall Wace first reported a position in Phinia Inc in Q1 2024 and has held it in 8 quarters since.
Marshall Wace's Phinia Inc position peaked at $3.17M in Q1 2024.
386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.