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Prestige Wealth Management Group’s Phinia Inc PHIN Stock Holding History

Prestige Wealth Management Group’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 		$1.16K Hold
17
– – ﹤0.01% 839
2025
Q4 		$1.07K Hold
17
– – ﹤0.01% 865
2025
Q3 		$978 Hold
17
– – ﹤0.01% 854
2025
Q2 		$757 Hold
17
– – ﹤0.01% 890
2025
Q1 		$722 Hold
17
– – ﹤0.01% 899
2024
Q4 		$819 Hold
17
– – ﹤0.01% 913
2024
Q3 		$783 Hold
17
– – ﹤0.01% 914
2024
Q2 		$670 Hold
17
– – ﹤0.01% 893
2024
Q1 		$654 Hold
17
– – ﹤0.01% 928
2023
Q4 		$515 Sell
17
-8
-32% -$215 ﹤0.01% 943
2023
Q3 		$670 Buy
+25
New +$692 ﹤0.01% 931

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

Prestige Wealth Management Group's PHIN Position: Q1 2026 in Review

Prestige Wealth Management Group held its Phinia Inc (PHIN) position steady in Q1 2026 at 17 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Prestige Wealth Management Group first reported a position in PHIN in Q3 2023 and has held it in 11 quarters since. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • Prestige Wealth Management Group held 17 shares of Phinia Inc worth $1.16K as of Q1 2026.
  • Prestige Wealth Management Group left its Phinia Inc share count unchanged in Q1 2026.
  • Phinia Inc made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #839 holding.
  • Prestige Wealth Management Group first reported a position in Phinia Inc in Q3 2023 and has held it in 11 quarters since.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.