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Rothschild Investment LLC’s Phinia Inc PHIN Stock Holding History

Rothschild Investment LLC’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 		$121K Buy
1,768
+15
+0.9% +$1.05K 0.01% 827
2025
Q4 		$110K Buy
1,753
+13
+0.7% +$719 0.01% 779
2025
Q3 		$100K Sell
1,740
-10
-0.6% -$540 0.01% 798
2025
Q2 		$77.9K Hold
1,750
– – ﹤0.01% 692
2025
Q1 		$74.3K Buy
1,750
+30
+2% +$1.44K 0.01% 685
2024
Q4 		$82.9K Sell
1,720
-5
-0.3% -$247 0.01% 677
2024
Q3 		$79.4K Buy
1,725
+45
+3% +$2.02K 0.01% 702
2024
Q2 		$66.1K Buy
1,680
+5
+0.3% +$206 ﹤0.01% 705
2024
Q1 		$64.4K Hold
1,675
– – ﹤0.01% 684
2023
Q4 		$50.7K Buy
+1,675
New +$44.9K ﹤0.01% 651

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

Rothschild Investment LLC's PHIN Position: Q1 2026 in Review

Rothschild Investment LLC increased its Phinia Inc (PHIN) stake by 0.86% in Q1 2026, buying an estimated $1.05K and bringing the position to 1,768 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #827.

Rothschild Investment LLC first reported a position in PHIN in Q4 2023 and has held it in 10 quarters since. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • Rothschild Investment LLC held 1,768 shares of Phinia Inc worth $121K as of Q1 2026.
  • Rothschild Investment LLC bought 15 Phinia Inc shares in Q1 2026, an estimated $1.05K.
  • Phinia Inc made up 0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #827 holding.
  • Rothschild Investment LLC first reported a position in Phinia Inc in Q4 2023 and has held it in 10 quarters since.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.