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Physician Wealth Advisors’s Phinia Inc PHIN Stock Holding History

Physician Wealth 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 		$2.55K Buy
31
+7
+29% +$536 ﹤0.01% 1394
2026
Q1 		$1.64K Hold
24
– – ﹤0.01% 1435
2025
Q4 		$1.5K Hold
24
– – ﹤0.01% 1411
2025
Q3 		$1.38K Hold
24
– – ﹤0.01% 1397
2025
Q2 		$1.07K Buy
+24
New +$1.01K ﹤0.01% 1382

Other funds holding PHIN

BCM
Banyan Capital Management Atlanta, Georgia $230M AUM 5.29% 1-Year Est. Return
KIM
Kestrel Investment Management San Mateo, California $184M AUM 31.66% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Physician Wealth Advisors's PHIN Position: Q2 2026 in Review

Physician Wealth Advisors increased its Phinia Inc (PHIN) stake by 29% in Q2 2026, buying an estimated $536 and bringing the position to 31 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Physician Wealth Advisors first reported a position in PHIN in Q2 2025 and has held it in 5 quarters since. 129 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Physician Wealth Advisors held 31 shares of Phinia Inc worth $2.55K as of Q2 2026.
  • Physician Wealth Advisors bought 7 Phinia Inc shares in Q2 2026, an estimated $536.
  • Phinia Inc made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1394 holding.
  • Physician Wealth Advisors first reported a position in Phinia Inc in Q2 2025 and has held it in 5 quarters since.
  • 129 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.