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Smallwood Wealth Investment Management’s Phinia Inc PHIN Stock Holding History

Smallwood Wealth Investment Management’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
2025
Q2 		– Sell
-13
Closed -$551 – 578
2025
Q1 		$551 Buy
+13
New +$623 ﹤0.01% 436

Other funds holding PHIN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Smallwood Wealth Investment Management's PHIN Position: Q2 2025 in Review

Smallwood Wealth Investment Management sold out of Phinia Inc (PHIN) in Q2 2025, closing a stake of 13 shares — an estimated $551 sold.

Smallwood Wealth Investment Management first reported a position in PHIN in Q1 2025 and held it in 1 quarter. The position peaked at $551 in Q1 2025. 333 funds tracked by Wall St. Rank hold PHIN as of Q2 2025.

  • Smallwood Wealth Investment Management reported no remaining Phinia Inc position as of Q2 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 13 Phinia Inc shares in Q2 2025, an estimated $551.
  • Smallwood Wealth Investment Management first reported a position in Phinia Inc in Q1 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Phinia Inc position peaked at $551 in Q1 2025.
  • 333 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2025, filed 3 Oct 2025.