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Perbak Capital Partners’s Phinia Inc PHIN Stock Holding History

Perbak Capital Partners’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 		– Sell
-3,947
Closed -$247K – 368
2025
Q4 		$247K Sell
3,947
-6,933
-64% -$383K 0.08% 176
2025
Q3 		$625K Buy
+10,880
New +$587K 0.11% 204

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

Perbak Capital Partners's PHIN Position: Q1 2026 in Review

Perbak Capital Partners sold out of Phinia Inc (PHIN) in Q1 2026, closing a stake of 3,947 shares — an estimated $247K sold.

Perbak Capital Partners first reported a position in PHIN in Q3 2025 and held it in 2 quarters. The position peaked at $625K in Q3 2025. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • Perbak Capital Partners reported no remaining Phinia Inc position as of Q1 2026 after selling out during the quarter.
  • Perbak Capital Partners sold 3,947 Phinia Inc shares in Q1 2026, an estimated $247K.
  • Perbak Capital Partners first reported a position in Phinia Inc in Q3 2025 and held it in 2 quarters.
  • Perbak Capital Partners's Phinia Inc position peaked at $625K in Q3 2025.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Perbak Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.