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Private Wealth Asset Management’s Phinia Inc PHIN Stock Holding History

Private Wealth Asset Management’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 		$9.88K Hold
120
– – ﹤0.01% 707
2026
Q1 		$8.21K Hold
120
– – ﹤0.01% 730
2025
Q4 		$7.52K Hold
120
– – ﹤0.01% 725
2025
Q3 		$6.9K Hold
120
– – ﹤0.01% 714
2025
Q2 		$5.34K Hold
120
– – ﹤0.01% 761
2025
Q1 		$5.09K Buy
+120
New +$5.75K ﹤0.01% 733

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

Private Wealth Asset Management's PHIN Position: Q2 2026 in Review

Private Wealth Asset Management held its Phinia Inc (PHIN) position steady in Q2 2026 at 120 shares worth $9.88K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Private Wealth Asset Management first reported a position in PHIN in Q1 2025 and has held it in 6 quarters since. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Private Wealth Asset Management held 120 shares of Phinia Inc worth $9.88K as of Q2 2026.
  • Private Wealth Asset Management left its Phinia Inc share count unchanged in Q2 2026.
  • Phinia Inc made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #707 holding.
  • Private Wealth Asset Management first reported a position in Phinia Inc in Q1 2025 and has held it in 6 quarters since.
  • 393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.