Pinnacle Wealth Planning Services
PHIN icon

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
Q3 		$150K Buy
2,525
+105
+4% +$7.54K 0.01% 635
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Banyan Capital Management
Banyan Capital Management Atlanta, Georgia $233M AUM 4.24% 1-Year Est. Return
Kestrel Investment Management
Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Pinnacle Wealth Planning Services's PHIN Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Phinia Inc (PHIN) stake by 4.3% in Q3 2026, buying an estimated $7.54K and bringing the position to 2,525 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #635.

Pinnacle Wealth Planning Services first reported a position in PHIN in Q4 2025 and has held it in 4 quarters since. The position peaked at $199K in Q2 2026. 171 funds tracked by Wall St. Rank hold PHIN as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,525 shares of Phinia Inc worth $150K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 105 Phinia Inc shares in Q3 2026, an estimated $7.54K.
  • Phinia Inc made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #635 holding.
  • Pinnacle Wealth Planning Services first reported a position in Phinia Inc in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Phinia Inc position peaked at $199K in Q2 2026.
  • 171 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.