Raymond James Financial
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Raymond James Financial’s Phinia Inc PHIN Stock Holding History

Raymond James Financial’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
Q1 		$763K Buy
+11,153
New +$779K ﹤0.01% 4058
2025
Q3 		– Sell
-2,454
Closed -$109K – 6253
2025
Q2 		$109K Buy
+2,454
New +$104K ﹤0.01% 4834

Other funds holding PHIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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 $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial's PHIN Position: Q1 2026 in Review

Raymond James Financial opened a new position in Phinia Inc (PHIN) in Q1 2026: 11,153 shares worth $763K. The stake represents ﹤0.01% of the portfolio and ranks #4058 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in PHIN as recently as Q2 2025.

Raymond James Financial first reported a position in PHIN in Q2 2025 and has held it in 2 quarters since. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • Raymond James Financial held 11,153 shares of Phinia Inc worth $763K as of Q1 2026.
  • Phinia Inc was a new Raymond James Financial position in Q1 2026.
  • Phinia Inc made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4058 holding.
  • Raymond James Financial first reported a position in Phinia Inc in Q2 2025 and has held it in 2 quarters since.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.