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Principal Securities’s Phinia Inc PHIN Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-193
Closed -$11.1K – 2910
2025
Q3 		$11.1K Buy
193
+85
+79% +$4.59K ﹤0.01% 2672
2025
Q2 		$4.8K Buy
108
+62
+135% +$2.62K ﹤0.01% 2890
2025
Q1 		$2.22K Hold
46
– – ﹤0.01% 3022
2024
Q4 		$2.22K Buy
46
+26
+130% +$1.28K ﹤0.01% 3016
2024
Q3 		$921 Buy
20
+9
+82% +$405 ﹤0.01% 3155
2024
Q2 		$433 Buy
11
+10
+1,000% +$412 ﹤0.01% 3226
2024
Q1 		$38 Sell
1
-10
-91% -$326 ﹤0.01% 3302
2023
Q4 		$333 Buy
+11
New +$295 ﹤0.01% 3103

Other funds holding PHIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Principal Securities's PHIN Position: Q4 2025 in Review

Principal Securities sold out of Phinia Inc (PHIN) in Q4 2025, closing a stake of 193 shares — an estimated $11.1K sold.

Principal Securities first reported a position in PHIN in Q4 2023 and held it in 8 quarters. The position peaked at $11.1K in Q3 2025. 369 funds tracked by Wall St. Rank hold PHIN as of Q4 2025.

  • Principal Securities reported no remaining Phinia Inc position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 193 Phinia Inc shares in Q4 2025, an estimated $11.1K.
  • Principal Securities first reported a position in Phinia Inc in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Phinia Inc position peaked at $11.1K in Q3 2025.
  • 369 funds tracked by Wall St. Rank held Phinia Inc as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.