Procyon Advisors’s Phinia Inc PHIN Stock Holding History

Procyon Advisors’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 Q3	–	Sell	-2,987	Closed	-$246K	–	627
2026 Q2	$246K	Buy	+2,987	New	+$229K	0.01%	508

Other funds holding PHIN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Banyan Capital Management Atlanta, Georgia $233M AUM 4.24% 1-Year Est. Return

Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Procyon Advisors's PHIN Position: Q3 2026 in Review

Procyon Advisors sold out of Phinia Inc (PHIN) in Q3 2026, closing a stake of 2,987 shares — an estimated $246K sold.

Procyon Advisors first reported a position in PHIN in Q2 2026 and held it in 1 quarter. The position peaked at $246K in Q2 2026. 171 funds tracked by Wall St. Rank hold PHIN as of Q3 2026.

Procyon Advisors reported no remaining Phinia Inc position as of Q3 2026 after selling out during the quarter.
Procyon Advisors sold 2,987 Phinia Inc shares in Q3 2026, an estimated $246K.
Procyon Advisors first reported a position in Phinia Inc in Q2 2026 and held it in 1 quarter.
Procyon Advisors's Phinia Inc position peaked at $246K in Q2 2026.
171 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.