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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
Q2 		$146K Hold
1,768
– – 0.01% 952
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 $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

Rothschild Investment LLC's PHIN Position: Q2 2026 in Review

Rothschild Investment LLC held its Phinia Inc (PHIN) position steady in Q2 2026 at 1,768 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #952.

Rothschild Investment LLC first reported a position in PHIN in Q4 2023 and has held it in 11 quarters since. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Rothschild Investment LLC held 1,768 shares of Phinia Inc worth $146K as of Q2 2026.
  • Rothschild Investment LLC left its Phinia Inc share count unchanged in Q2 2026.
  • Phinia Inc made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #952 holding.
  • Rothschild Investment LLC first reported a position in Phinia Inc in Q4 2023 and has held it in 11 quarters since.
  • 393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.