Principal Financial Group
PHIN icon

Principal Financial Group’s Phinia Inc PHIN Stock Holding History

Principal Financial 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
Q2 		$17.1M Sell
207,915
-1,928
-0.9% -$148K 0.01% 1091
2026
Q1 		$14.4M Sell
209,843
-11,776
-5% -$822K 0.01% 1115
2025
Q4 		$13.9M Buy
221,619
+8,400
+4% +$464K 0.01% 1103
2025
Q3 		$12.3M Sell
213,219
-3,951
-2% -$213K 0.01% 1171
2025
Q2 		$9.66M Sell
217,170
-12,684
-6% -$535K 0.01% 1286
2025
Q1 		$9.75M Buy
229,854
+1,270
+0.6% +$60.8K 0.01% 1276
2024
Q4 		$11M Buy
228,584
+842
+0.4% +$41.6K 0.01% 1242
2024
Q3 		$10.5M Buy
227,742
+2,422
+1% +$109K 0.01% 1250
2024
Q2 		$8.87M Sell
225,320
-15,640
-6% -$644K 0.01% 1324
2024
Q1 		$9.26M Buy
240,960
+241
+0.1% +$7.84K 0.01% 1346
2023
Q4 		$7.29M Sell
240,719
-9,110
-4% -$244K ﹤0.01% 1432
2023
Q3 		$6.69M Buy
+249,829
New +$6.92M ﹤0.01% 1418

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

Principal Financial Group's PHIN Position: Q2 2026 in Review

Principal Financial Group reduced its Phinia Inc (PHIN) stake by 0.92% in Q2 2026, selling an estimated $148K and leaving 207,915 shares worth $17.1M. The position accounts for 0.01% of the portfolio, ranked #1091.

Principal Financial Group first reported a position in PHIN in Q3 2023 and has held it in 12 quarters since. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Principal Financial Group held 207,915 shares of Phinia Inc worth $17.1M as of Q2 2026.
  • Principal Financial Group sold 1,928 Phinia Inc shares in Q2 2026, an estimated $148K.
  • Phinia Inc made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1091 holding.
  • Principal Financial Group first reported a position in Phinia Inc in Q3 2023 and has held it in 12 quarters since.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.