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Root Financial Partners’s Phinia Inc PHIN Stock Holding History

Root Financial Partners’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 		– Sell
-24
Closed -$1.64K – 2400
2026
Q1 		$1.64K Buy
24
+8
+50% +$559 ﹤0.01% 2404
2025
Q4 		$1K Buy
16
+3
+23% +$166 ﹤0.01% 2102
2025
Q3 		$747 Buy
+13
New +$702 ﹤0.01% 2103

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

Root Financial Partners's PHIN Position: Q2 2026 in Review

Root Financial Partners sold out of Phinia Inc (PHIN) in Q2 2026, closing a stake of 24 shares — an estimated $1.64K sold.

Root Financial Partners first reported a position in PHIN in Q3 2025 and held it in 3 quarters. The position peaked at $1.64K in Q1 2026. 392 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Root Financial Partners reported no remaining Phinia Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 24 Phinia Inc shares in Q2 2026, an estimated $1.64K.
  • Root Financial Partners first reported a position in Phinia Inc in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Phinia Inc position peaked at $1.64K in Q1 2026.
  • 392 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.