Root Financial Partners
PHIN icon

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
Q3 		$832 Buy
+14
New +$1K ﹤0.01% 3036
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

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Root Financial Partners's PHIN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Phinia Inc (PHIN) in Q3 2026: 14 shares worth $832. The stake represents ﹤0.01% of the portfolio and ranks #3036 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PHIN as recently as Q1 2026.

Root Financial Partners first reported a position in PHIN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.64K in Q1 2026. 106 funds tracked by Wall St. Rank hold PHIN as of Q3 2026.

  • Root Financial Partners held 14 shares of Phinia Inc worth $832 as of Q3 2026.
  • Phinia Inc was a new Root Financial Partners position in Q3 2026.
  • Phinia Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3036 holding.
  • Root Financial Partners first reported a position in Phinia Inc in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Phinia Inc position peaked at $1.64K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.