Medina Value Partners’s Phinia Inc PHIN Stock Holding History

Medina Value Partners’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	$24.6M	Buy	298,155 +34,733	+13%	+$2.66M	4.81%	7
2026 Q1	$18M	Sell	263,422 -36,528	-12%	-$2.55M	3.78%	9
2025 Q4	$18.8M	Sell	299,950 -64,194	-18%	-$3.55M	4.39%	11
2025 Q3	$20.9M	Sell	364,144 -125,212	-26%	-$6.76M	4.89%	8
2025 Q2	$21.8M	Buy	489,356 +60,915	+14%	+$2.57M	5.96%	7
2025 Q1	$18.2M	Buy	428,441 +41,482	+11%	+$1.99M	5.2%	10
2024 Q4	$18.6M	Sell	386,959 -219,819	-36%	-$10.9M	7.64%	8
2024 Q3	$27.9M	Sell	606,778 -54,822	-8%	-$2.47M	10.48%	3
2024 Q2	$26M	Buy	661,600 +25,618	+4%	+$1.05M	13.04%	2
2024 Q1	$24.4M	Buy	+635,982	New	+$20.7M	11.97%	2

Other funds holding PHIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Medina Value Partners's PHIN Position: Q2 2026 in Review

Medina Value Partners increased its Phinia Inc (PHIN) stake by 13% in Q2 2026, buying an estimated $2.66M and bringing the position to 298,155 shares worth $24.6M. The position accounts for 4.81% of the portfolio, ranked #7.

Medina Value Partners first reported a position in PHIN in Q1 2024 and has held it in 10 quarters since. The position peaked at $27.9M in Q3 2024. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

Medina Value Partners held 298,155 shares of Phinia Inc worth $24.6M as of Q2 2026.
Medina Value Partners bought 34,733 Phinia Inc shares in Q2 2026, an estimated $2.66M.
Phinia Inc made up 4.81% of Medina Value Partners's portfolio in Q2 2026, its #7 holding.
Medina Value Partners first reported a position in Phinia Inc in Q1 2024 and has held it in 10 quarters since.
Medina Value Partners's Phinia Inc position peaked at $27.9M in Q3 2024.
393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Medina Value Partners's 13F filing for Q2 2026, filed 14 Aug 2026.