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Mowery & Schoenfeld Wealth Management’s Phinia Inc PHIN Stock Holding History

Mowery & Schoenfeld Wealth Management’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
2025
Q3 		– Sell
-1
Closed -$45 – 397
2025
Q2 		$45 Hold
1
– – ﹤0.01% 392
2025
Q1 		$43 Hold
1
– – ﹤0.01% 451
2024
Q4 		$49 Buy
+1
New +$49 ﹤0.01% 488

Other funds holding PHIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's PHIN Position: Q3 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Phinia Inc (PHIN) in Q3 2025, closing a stake of 1 share — an estimated $45 sold.

Mowery & Schoenfeld Wealth Management first reported a position in PHIN in Q4 2024 and held it in 3 quarters. The position peaked at $49 in Q4 2024. 355 funds tracked by Wall St. Rank hold PHIN as of Q3 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Phinia Inc position as of Q3 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 1 Phinia Inc share in Q3 2025, an estimated $45.
  • Mowery & Schoenfeld Wealth Management first reported a position in Phinia Inc in Q4 2024 and held it in 3 quarters.
  • Mowery & Schoenfeld Wealth Management's Phinia Inc position peaked at $49 in Q4 2024.
  • 355 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.