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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
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 $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

Pinnacle Wealth Planning Services's PHIN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Phinia Inc (PHIN) stake by 1.4% in Q1 2026, selling an estimated $2.44K and leaving 2,408 shares worth $165K. The position accounts for 0.02% of the portfolio, ranked #549.

Pinnacle Wealth Planning Services first reported a position in PHIN in Q4 2025 and has held it in 2 quarters since. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,408 shares of Phinia Inc worth $165K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 35 Phinia Inc shares in Q1 2026, an estimated $2.44K.
  • Phinia Inc made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #549 holding.
  • Pinnacle Wealth Planning Services first reported a position in Phinia Inc in Q4 2025 and has held it in 2 quarters since.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.