RFP
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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Root Financial Partners's PHIN Position: Q1 2026 in Review

Root Financial Partners increased its Phinia Inc (PHIN) stake by 50% in Q1 2026, buying an estimated $559 and bringing the position to 24 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2404.

Root Financial Partners first reported a position in PHIN in Q3 2025 and has held it in 3 quarters since. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • Root Financial Partners held 24 shares of Phinia Inc worth $1.64K as of Q1 2026.
  • Root Financial Partners bought 8 Phinia Inc shares in Q1 2026, an estimated $559.
  • Phinia Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2404 holding.
  • Root Financial Partners first reported a position in Phinia Inc in Q3 2025 and has held it in 3 quarters since.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.