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Olistico Wealth’s Phinia Inc PHIN Stock Holding History

Olistico Wealth’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 		$17.5K Hold
212
– – 0.01% 219
2026
Q1 		$14.5K Hold
212
– – 0.01% 234
2025
Q4 		$13.3K Buy
+212
New +$11.7K 0.01% 240
2025
Q3 		– Sell
-212
Closed -$9.43K – 271
2025
Q2 		$9.43K Hold
212
– – 0.01% 263
2025
Q1 		$8.99K Hold
212
– – 0.01% 258
2024
Q4 		$10.2K Hold
212
– – 0.01% 241
2024
Q3 		$9.76K Hold
212
– – 0.01% 245
2024
Q2 		$8.34K Buy
+212
New +$8.72K 0.01% 253

Other funds holding PHIN

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Olistico Wealth's PHIN Position: Q2 2026 in Review

Olistico Wealth held its Phinia Inc (PHIN) position steady in Q2 2026 at 212 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #219.

Olistico Wealth first reported a position in PHIN in Q2 2024 and has held it in 8 quarters since. 41 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Olistico Wealth held 212 shares of Phinia Inc worth $17.5K as of Q2 2026.
  • Olistico Wealth left its Phinia Inc share count unchanged in Q2 2026.
  • Phinia Inc made up 0.01% of Olistico Wealth's portfolio in Q2 2026, its #219 holding.
  • Olistico Wealth first reported a position in Phinia Inc in Q2 2024 and has held it in 8 quarters since.
  • 41 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.