OF
PHIN icon

Optimize Financial’s Phinia Inc PHIN Stock Holding History

Optimize Financial’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 		$429K Sell
5,208
-18
-0.3% -$1.38K 0.15% 190
2026
Q1 		$358K Sell
5,226
-260
-5% -$18.2K 0.18% 220
2025
Q4 		$344K Buy
5,486
+76
+1% +$4.2K 0.17% 239
2025
Q3 		$311K Buy
+5,410
New +$292K 0.16% 271
2025
Q1 		– Sell
-4,272
Closed -$206K – 274
2024
Q4 		$206K Buy
+4,272
New +$211K 0.15% 211

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

Optimize Financial's PHIN Position: Q2 2026 in Review

Optimize Financial reduced its Phinia Inc (PHIN) stake by 0.34% in Q2 2026, selling an estimated $1.38K and leaving 5,208 shares worth $429K. The position accounts for 0.15% of the portfolio, ranked #190.

Optimize Financial first reported a position in PHIN in Q4 2024 and has held it in 5 quarters since. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Optimize Financial held 5,208 shares of Phinia Inc worth $429K as of Q2 2026.
  • Optimize Financial sold 18 Phinia Inc shares in Q2 2026, an estimated $1.38K.
  • Phinia Inc made up 0.15% of Optimize Financial's portfolio in Q2 2026, its #190 holding.
  • Optimize Financial first reported a position in Phinia Inc in Q4 2024 and has held it in 5 quarters since.
  • 393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.