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Oakworth Capital’s Phinia Inc PHIN Stock Holding History

Oakworth Capital’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
Q1 		$10.1K Hold
147
– – ﹤0.01% 657
2025
Q4 		$9.21K Sell
147
-960
-87% -$53.1K ﹤0.01% 668
2025
Q3 		$63.6K Hold
1,107
– – ﹤0.01% 411
2025
Q2 		$49.3K Hold
1,107
– – ﹤0.01% 354
2025
Q1 		$47K Hold
1,107
– – ﹤0.01% 360
2024
Q4 		$53.3K Hold
1,107
– – ﹤0.01% 354
2024
Q3 		$51K Sell
1,107
-36
-3% -$1.62K ﹤0.01% 345
2024
Q2 		$45K Buy
1,143
+147
+15% +$6.05K ﹤0.01% 350
2024
Q1 		$38.3K Hold
996
– – ﹤0.01% 348
2023
Q4 		$30.2K Hold
996
– – ﹤0.01% 380
2023
Q3 		$26.7K Buy
+996
New +$27.6K ﹤0.01% 362

Other funds holding PHIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oakworth Capital's PHIN Position: Q1 2026 in Review

Oakworth Capital held its Phinia Inc (PHIN) position steady in Q1 2026 at 147 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Oakworth Capital first reported a position in PHIN in Q3 2023 and has held it in 11 quarters since. The position peaked at $63.6K in Q3 2025. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • Oakworth Capital held 147 shares of Phinia Inc worth $10.1K as of Q1 2026.
  • Oakworth Capital left its Phinia Inc share count unchanged in Q1 2026.
  • Phinia Inc made up ﹤0.01% of Oakworth Capital's portfolio in Q1 2026, its #657 holding.
  • Oakworth Capital first reported a position in Phinia Inc in Q3 2023 and has held it in 11 quarters since.
  • Oakworth Capital's Phinia Inc position peaked at $63.6K in Q3 2025.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Oakworth Capital's 13F filing for Q1 2026, filed 24 Apr 2026.