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OneDigital Investment Advisors’s Phinia Inc PHIN Stock Holding History

OneDigital Investment Advisors’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 		– Sell
-9,104
Closed -$623K – 1630
2026
Q1 		$623K Buy
9,104
+87
+1% +$6.08K 0.01% 863
2025
Q4 		$565K Sell
9,017
-107
-1% -$5.92K 0.01% 894
2025
Q3 		$524K Sell
9,124
-131
-1% -$7.07K 0.01% 907
2025
Q2 		$412K Buy
9,255
+2
+0% +$84 ﹤0.01% 988
2025
Q1 		$393K Buy
9,253
+279
+3% +$13.4K ﹤0.01% 960
2024
Q4 		$432K Buy
+8,974
New +$443K 0.01% 946

Other funds holding PHIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

OneDigital Investment Advisors's PHIN Position: Q2 2026 in Review

OneDigital Investment Advisors sold out of Phinia Inc (PHIN) in Q2 2026, closing a stake of 9,104 shares — an estimated $623K sold.

OneDigital Investment Advisors first reported a position in PHIN in Q4 2024 and held it in 6 quarters. The position peaked at $623K in Q1 2026. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • OneDigital Investment Advisors reported no remaining Phinia Inc position as of Q2 2026 after selling out during the quarter.
  • OneDigital Investment Advisors sold 9,104 Phinia Inc shares in Q2 2026, an estimated $623K.
  • OneDigital Investment Advisors first reported a position in Phinia Inc in Q4 2024 and held it in 6 quarters.
  • OneDigital Investment Advisors's Phinia Inc position peaked at $623K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.