Prevatt Capital’s Phinia Inc PHIN Stock Holding History

Prevatt Capital’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	$26M	Buy	380,000 +60,000	+19%	+$4.19M	7.01%	5
2025 Q4	$20.1M	Buy	+320,000	New	+$17.7M	5.8%	8

Other funds holding PHIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Prevatt Capital's PHIN Position: Q1 2026 in Review

Prevatt Capital increased its Phinia Inc (PHIN) stake by 19% in Q1 2026, buying an estimated $4.19M and bringing the position to 380,000 shares worth $26M. The position accounts for 7.01% of the portfolio, ranked #5.

Prevatt Capital 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.

Prevatt Capital held 380,000 shares of Phinia Inc worth $26M as of Q1 2026.
Prevatt Capital bought 60,000 Phinia Inc shares in Q1 2026, an estimated $4.19M.
Phinia Inc made up 7.01% of Prevatt Capital's portfolio in Q1 2026, its #5 holding.
Prevatt Capital 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 Prevatt Capital's 13F filing for Q1 2026, filed 27 Apr 2026.