Stifel Financial’s Phinia Inc PHIN Stock Holding History

Stifel Financial’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 Q4	–	Sell	-138,714	Closed	-$7.97M	–	3678
2025 Q3	$7.97M	Sell	138,714 -34,522	-20%	-$1.86M	0.01%	1047
2025 Q2	$7.71M	Buy	+173,236	New	+$7.31M	0.01%	1017

Other funds holding PHIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial's PHIN Position: Q4 2025 in Review

Stifel Financial sold out of Phinia Inc (PHIN) in Q4 2025, closing a stake of 138,714 shares — an estimated $7.97M sold.

Stifel Financial first reported a position in PHIN in Q2 2025 and held it in 2 quarters. The position peaked at $7.97M in Q3 2025. 369 funds tracked by Wall St. Rank hold PHIN as of Q4 2025.

Stifel Financial reported no remaining Phinia Inc position as of Q4 2025 after selling out during the quarter.
Stifel Financial sold 138,714 Phinia Inc shares in Q4 2025, an estimated $7.97M.
Stifel Financial first reported a position in Phinia Inc in Q2 2025 and held it in 2 quarters.
Stifel Financial's Phinia Inc position peaked at $7.97M in Q3 2025.
369 funds tracked by Wall St. Rank held Phinia Inc as of Q4 2025.

Based on Stifel Financial's 13F filing for Q4 2025, filed 13 Feb 2026.