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Pinnacle Wealth Planning Services’s Phinia Inc PHIN Stock Holding History

Pinnacle Wealth Planning Services’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 		$199K Buy
2,420
+12
+0.5% +$919 0.02% 525
2026
Q1 		$165K Sell
2,408
-35
-1% -$2.44K 0.02% 549
2025
Q4 		$153K Buy
+2,443
New +$135K 0.02% 579

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

Pinnacle Wealth Planning Services's PHIN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Phinia Inc (PHIN) stake by 0.5% in Q2 2026, buying an estimated $919 and bringing the position to 2,420 shares worth $199K. The position accounts for 0.02% of the portfolio, ranked #525.

Pinnacle Wealth Planning Services first reported a position in PHIN in Q4 2025 and has held it in 3 quarters since. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,420 shares of Phinia Inc worth $199K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 12 Phinia Inc shares in Q2 2026, an estimated $919.
  • Phinia Inc made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #525 holding.
  • Pinnacle Wealth Planning Services first reported a position in Phinia Inc in Q4 2025 and has held it in 3 quarters since.
  • 393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.