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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mather Group's PHIN Position: Q1 2026 in Review

Mather Group opened a new position in Phinia Inc (PHIN) in Q1 2026: 158 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #1429 among its holdings. This is a return to the name: Mather Group previously reported a position in PHIN as recently as Q3 2025.

Mather Group first reported a position in PHIN in Q1 2024 and has held it in 7 quarters since. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • Mather Group held 158 shares of Phinia Inc worth $10.8K as of Q1 2026.
  • Phinia Inc was a new Mather Group position in Q1 2026.
  • Phinia Inc made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1429 holding.
  • Mather Group first reported a position in Phinia Inc in Q1 2024 and has held it in 7 quarters since.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.