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
Q2 		$607K Sell
7,370
-3,783
-34% -$290K ﹤0.01% 4371
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
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 $3.38T AUM 44.17% 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

Raymond James Financial's PHIN Position: Q2 2026 in Review

Raymond James Financial reduced its Phinia Inc (PHIN) stake by 34% in Q2 2026, selling an estimated $290K and leaving 7,370 shares worth $607K. The position accounts for ﹤0.01% of the portfolio, ranked #4371.

Raymond James Financial first reported a position in PHIN in Q2 2025 and has held it in 3 quarters since. The position peaked at $763K in Q1 2026. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Raymond James Financial held 7,370 shares of Phinia Inc worth $607K as of Q2 2026.
  • Raymond James Financial sold 3,783 Phinia Inc shares in Q2 2026, an estimated $290K.
  • Phinia Inc made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4371 holding.
  • Raymond James Financial first reported a position in Phinia Inc in Q2 2025 and has held it in 3 quarters since.
  • Raymond James Financial's Phinia Inc position peaked at $763K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.