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Sound Income Strategies’s Phinia Inc PHIN Stock Holding History

Sound Income Strategies’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 		– Sell
-26
Closed -$1.83K – 1852
2026
Q1 		$1.83K Hold
26
– – ﹤0.01% 2176
2025
Q4 		$1.81K Buy
+26
New +$1.44K ﹤0.01% 2159
2025
Q2 		– Sell
-187
Closed -$7.92K – 1682
2025
Q1 		$7.92K Buy
187
+1
+0.5% +$48 ﹤0.01% 959
2024
Q4 		$8.94K Buy
186
+1
+0.5% +$49 ﹤0.01% 862
2024
Q3 		$8.5K Buy
185
+1
+0.5% +$45 ﹤0.01% 829
2024
Q2 		$7.23K Sell
184
-4
-2% -$165 ﹤0.01% 842
2024
Q1 		$7.21K Buy
188
+7
+4% +$228 ﹤0.01% 832
2023
Q4 		$5.49K Buy
+181
New +$4.85K ﹤0.01% 876

Other funds holding PHIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Sound Income Strategies's PHIN Position: Q2 2026 in Review

Sound Income Strategies sold out of Phinia Inc (PHIN) in Q2 2026, closing a stake of 26 shares — an estimated $1.83K sold.

Sound Income Strategies first reported a position in PHIN in Q4 2023 and held it in 8 quarters. The position peaked at $8.94K in Q4 2024. 252 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Sound Income Strategies reported no remaining Phinia Inc position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 26 Phinia Inc shares in Q2 2026, an estimated $1.83K.
  • Sound Income Strategies first reported a position in Phinia Inc in Q4 2023 and held it in 8 quarters.
  • Sound Income Strategies's Phinia Inc position peaked at $8.94K in Q4 2024.
  • 252 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.