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
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 – 273
2024
Q4 		$206K Buy
+4,272
New +$211K 0.15% 211

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

Optimize Financial's PHIN Position: Q1 2026 in Review

Optimize Financial reduced its Phinia Inc (PHIN) stake by 4.7% in Q1 2026, selling an estimated $18.2K and leaving 5,226 shares worth $358K. The position accounts for 0.18% of the portfolio, ranked #220.

Optimize Financial first reported a position in PHIN in Q4 2024 and has held it in 4 quarters since. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • Optimize Financial held 5,226 shares of Phinia Inc worth $358K as of Q1 2026.
  • Optimize Financial sold 260 Phinia Inc shares in Q1 2026, an estimated $18.2K.
  • Phinia Inc made up 0.18% of Optimize Financial's portfolio in Q1 2026, its #220 holding.
  • Optimize Financial first reported a position in Phinia Inc in Q4 2024 and has held it in 4 quarters since.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.