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Raffa Wealth Management’s Phinia Inc PHIN Stock Holding History

Raffa Wealth 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 		$824 Buy
+10
New +$766 ﹤0.01% 1078
2023
Q4 		– Sell
-4
Closed -$107 – 1072
2023
Q3 		$107 Buy
+4
New +$111 ﹤0.01% 1047

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raffa Wealth Management's PHIN Position: Q2 2026 in Review

Raffa Wealth Management opened a new position in Phinia Inc (PHIN) in Q2 2026: 10 shares worth $824. The stake represents ﹤0.01% of the portfolio and ranks #1078 among its holdings. This is a return to the name: Raffa Wealth Management previously reported a position in PHIN as recently as Q3 2023.

Raffa Wealth Management first reported a position in PHIN in Q3 2023 and has held it in 2 quarters since. 368 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Raffa Wealth Management held 10 shares of Phinia Inc worth $824 as of Q2 2026.
  • Phinia Inc was a new Raffa Wealth Management position in Q2 2026.
  • Phinia Inc made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1078 holding.
  • Raffa Wealth Management first reported a position in Phinia Inc in Q3 2023 and has held it in 2 quarters since.
  • 368 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

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