NBC Securities
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NBC Securities’s Phinia Inc PHIN Stock Holding History

NBC Securities’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 		$119 Sell
2
-3
-60% -$215 ﹤0.01% 2460
2026
Q2 		$411 Hold
5
– – ﹤0.01% 2374
2026
Q1 		$342 Sell
5
-1
-17% -$70 ﹤0.01% 2488
2025
Q4 		$376 Hold
6
– – ﹤0.01% 2671
2025
Q3 		$344 Buy
+6
New +$324 ﹤0.01% 2677
2024
Q2 		– Sell
-152
Closed -$5K – 2181
2024
Q1 		$5K Sell
152
-13
-8% -$423 ﹤0.01% 1870
2023
Q4 		$4K Buy
+165
New +$4.42K ﹤0.01% 1919

Other funds holding PHIN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Banyan Capital Management
Banyan Capital Management Atlanta, Georgia $233M AUM 4.24% 1-Year Est. Return
Kestrel Investment Management
Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

NBC Securities's PHIN Position: Q3 2026 in Review

NBC Securities reduced its Phinia Inc (PHIN) stake by 60% in Q3 2026, selling an estimated $215 and leaving 2 shares worth $119. The position accounts for ﹤0.01% of the portfolio, ranked #2460.

NBC Securities first reported a position in PHIN in Q4 2023 and has held it in 7 quarters since. The position peaked at $5K in Q1 2024. 171 funds tracked by Wall St. Rank hold PHIN as of Q3 2026.

  • NBC Securities held 2 shares of Phinia Inc worth $119 as of Q3 2026.
  • NBC Securities sold 3 Phinia Inc shares in Q3 2026, an estimated $215.
  • Phinia Inc made up ﹤0.01% of NBC Securities's portfolio in Q3 2026, its #2460 holding.
  • NBC Securities first reported a position in Phinia Inc in Q4 2023 and has held it in 7 quarters since.
  • NBC Securities's Phinia Inc position peaked at $5K in Q1 2024.
  • 171 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.