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Steward Partners Investment Advisory’s Phinia Inc PHIN Stock Holding History

Steward Partners Investment Advisory’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 		$51K Sell
619
-56
-8% -$4.29K ﹤0.01% 2931
2026
Q1 		$46.2K Sell
675
-134
-17% -$9.36K ﹤0.01% 2824
2025
Q4 		$50.7K Hold
809
– – ﹤0.01% 2662
2025
Q3 		$46.5K Buy
809
+301
+59% +$16.2K ﹤0.01% 2642
2025
Q2 		$22.6K Buy
508
+170
+50% +$7.17K ﹤0.01% 2864
2025
Q1 		$14.3K Buy
338
+111
+49% +$5.32K ﹤0.01% 2942
2024
Q4 		$10.9K Hold
227
– – ﹤0.01% 3060
2024
Q3 		$10.4K Buy
227
+108
+91% +$4.86K ﹤0.01% 2931
2024
Q2 		$4.68K Hold
119
– – ﹤0.01% 3064
2024
Q1 		$4.57K Hold
119
– – ﹤0.01% 3074
2023
Q4 		$3.6K Sell
119
-43
-27% -$1.15K ﹤0.01% 3082
2023
Q3 		$4.34K Buy
+162
New +$4.49K ﹤0.01% 2875

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 $3.37T AUM 44.26% 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

Steward Partners Investment Advisory's PHIN Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Phinia Inc (PHIN) stake by 8.3% in Q2 2026, selling an estimated $4.29K and leaving 619 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #2931.

Steward Partners Investment Advisory first reported a position in PHIN in Q3 2023 and has held it in 12 quarters since. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Steward Partners Investment Advisory held 619 shares of Phinia Inc worth $51K as of Q2 2026.
  • Steward Partners Investment Advisory sold 56 Phinia Inc shares in Q2 2026, an estimated $4.29K.
  • Phinia Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2931 holding.
  • Steward Partners Investment Advisory first reported a position in Phinia Inc in Q3 2023 and has held it in 12 quarters since.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.