Matthew Hamilton Rosenberg’s Phinia Inc PHIN Stock Holding History

Matthew Hamilton Rosenberg’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	$18.4K	Hold	310	–	–	﹤0.01%	571
2026 Q2	$25.5K	Hold	310	–	–	﹤0.01%	524
2026 Q1	$21.2K	Hold	310	–	–	﹤0.01%	539
2025 Q4	$19.4K	Hold	310	–	–	﹤0.01%	546
2025 Q3	$17.8K	Hold	310	–	–	﹤0.01%	561
2025 Q2	$13.8K	Hold	310	–	–	﹤0.01%	613
2025 Q1	$13.2K	Hold	310	–	–	﹤0.01%	594
2024 Q4	$14.9K	Sell	310 -12	-4%	-$593	﹤0.01%	579
2024 Q3	$14.8K	Hold	322	–	–	﹤0.01%	576
2024 Q2	$12.8K	Hold	322	–	–	﹤0.01%	570
2024 Q1	$12.7K	Buy	+322	New	+$10.5K	﹤0.01%	581

Other funds holding PHIN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Banyan Capital Management Atlanta, Georgia $233M AUM 4.24% 1-Year Est. Return

Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Matthew Hamilton Rosenberg's PHIN Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Phinia Inc (PHIN) position steady in Q3 2026 at 310 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Matthew Hamilton Rosenberg first reported a position in PHIN in Q1 2024 and has held it in 11 quarters since. The position peaked at $25.5K in Q2 2026. 171 funds tracked by Wall St. Rank hold PHIN as of Q3 2026.

Matthew Hamilton Rosenberg held 310 shares of Phinia Inc worth $18.4K as of Q3 2026.
Matthew Hamilton Rosenberg left its Phinia Inc share count unchanged in Q3 2026.
Phinia Inc made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #571 holding.
Matthew Hamilton Rosenberg first reported a position in Phinia Inc in Q1 2024 and has held it in 11 quarters since.
Matthew Hamilton Rosenberg's Phinia Inc position peaked at $25.5K in Q2 2026.
171 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.