Olistico Wealth
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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
Q3 		$11.4K Sell
192
-20
-9% -$1.44K ﹤0.01% 253
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 		$9K Hold
212
– – 0.01% 258
2024
Q4 		$10.2K Hold
212
– – 0.01% 241
2024
Q3 		$9.8K Hold
212
– – 0.01% 245
2024
Q2 		$8.34K Buy
+212
New +$8.72K 0.01% 253

Other funds holding PHIN

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Kestrel Investment Management
Kestrel Investment Management San Mateo, California $173M AUM 27.72% 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
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Olistico Wealth's PHIN Position: Q3 2026 in Review

Olistico Wealth reduced its Phinia Inc (PHIN) stake by 9.4% in Q3 2026, selling an estimated $1.44K and leaving 192 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Olistico Wealth first reported a position in PHIN in Q2 2024 and has held it in 9 quarters since. The position peaked at $17.5K in Q2 2026. 122 funds tracked by Wall St. Rank hold PHIN as of Q3 2026.

  • Olistico Wealth held 192 shares of Phinia Inc worth $11.4K as of Q3 2026.
  • Olistico Wealth sold 20 Phinia Inc shares in Q3 2026, an estimated $1.44K.
  • Phinia Inc made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #253 holding.
  • Olistico Wealth first reported a position in Phinia Inc in Q2 2024 and has held it in 9 quarters since.
  • Olistico Wealth's Phinia Inc position peaked at $17.5K in Q2 2026.
  • 122 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.