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Mather Group’s Phinia Inc PHIN Stock Holding History

Mather Group’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 		$13K Hold
158
– – ﹤0.01% 1431
2026
Q1 		$10.8K Buy
+158
New +$11K ﹤0.01% 1429
2025
Q4 		– Sell
-168
Closed -$9.66K – 1373
2025
Q3 		$9.66K Buy
+168
New +$9.07K ﹤0.01% 1279
2025
Q2 		– Sell
-168
Closed -$7.13K – 1416
2025
Q1 		$7.13K Hold
168
– – ﹤0.01% 1334
2024
Q4 		$8.09K Hold
168
– – ﹤0.01% 1287
2024
Q3 		$7.73K Buy
168
+1
+0.6% +$45 ﹤0.01% 1218
2024
Q2 		$6.42K Hold
167
– – ﹤0.01% 1555
2024
Q1 		$5.06K Buy
+167
New +$5.44K ﹤0.01% 1348

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

Mather Group's PHIN Position: Q2 2026 in Review

Mather Group held its Phinia Inc (PHIN) position steady in Q2 2026 at 158 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Mather Group first reported a position in PHIN in Q1 2024 and has held it in 8 quarters since. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Mather Group held 158 shares of Phinia Inc worth $13K as of Q2 2026.
  • Mather Group left its Phinia Inc share count unchanged in Q2 2026.
  • Phinia Inc made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1431 holding.
  • Mather Group first reported a position in Phinia Inc in Q1 2024 and has held it in 8 quarters since.
  • 393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.