MFP
PHIN icon

Meramec Financial Planners’s Phinia Inc PHIN Stock Holding History

Meramec Financial Planners’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 		$315 Hold
4
– – ﹤0.01% 527
2026
Q1 		$296 Hold
4
– – ﹤0.01% 497
2025
Q4 		$295 Buy
+4
New +$221 ﹤0.01% 496

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

Meramec Financial Planners's PHIN Position: Q2 2026 in Review

Meramec Financial Planners held its Phinia Inc (PHIN) position steady in Q2 2026 at 4 shares worth $315. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Meramec Financial Planners first reported a position in PHIN in Q4 2025 and has held it in 3 quarters since. 390 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Meramec Financial Planners held 4 shares of Phinia Inc worth $315 as of Q2 2026.
  • Meramec Financial Planners left its Phinia Inc share count unchanged in Q2 2026.
  • Phinia Inc made up ﹤0.01% of Meramec Financial Planners's portfolio in Q2 2026, its #527 holding.
  • Meramec Financial Planners first reported a position in Phinia Inc in Q4 2025 and has held it in 3 quarters since.
  • 390 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.