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

Private 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
Q2 		$659 Hold
8
– – ﹤0.01% 1379
2026
Q1 		$548 Hold
8
– – ﹤0.01% 1369
2025
Q4 		$502 Hold
8
– – ﹤0.01% 1405
2025
Q3 		$460 Hold
8
– – ﹤0.01% 1426
2025
Q2 		$356 Hold
8
– – ﹤0.01% 1440
2025
Q1 		$340 Hold
8
– – ﹤0.01% 1434
2024
Q4 		$386 Hold
8
– – ﹤0.01% 1467
2024
Q3 		$369 Hold
8
– – ﹤0.01% 1450
2024
Q2 		$315 Hold
8
– – ﹤0.01% 1478
2024
Q1 		$308 Hold
8
– – ﹤0.01% 1479
2023
Q4 		$243 Buy
+8
New +$215 ﹤0.01% 1497

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 Management Group's PHIN Position: Q2 2026 in Review

Private Wealth Management Group held its Phinia Inc (PHIN) position steady in Q2 2026 at 8 shares worth $659. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Private Wealth Management Group first reported a position in PHIN in Q4 2023 and has held it in 11 quarters since. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Private Wealth Management Group held 8 shares of Phinia Inc worth $659 as of Q2 2026.
  • Private Wealth Management Group left its Phinia Inc share count unchanged in Q2 2026.
  • Phinia Inc made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1379 holding.
  • Private Wealth Management Group first reported a position in Phinia Inc in Q4 2023 and has held it in 11 quarters since.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.