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Summit Securities Group’s Phinia Inc PHIN Stock Holding History

Summit Securities Group’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
-222
Closed -$12.8K – 1193
2025
Q3 		$12.8K Sell
222
-751
-77% -$40.5K ﹤0.01% 849
2025
Q2 		$43.3K Buy
+973
New +$41.1K 0.01% 550

Other funds holding PHIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Summit Securities Group's PHIN Position: Q4 2025 in Review

Summit Securities Group sold out of Phinia Inc (PHIN) in Q4 2025, closing a stake of 222 shares — an estimated $12.8K sold.

Summit Securities Group first reported a position in PHIN in Q2 2025 and held it in 2 quarters. The position peaked at $43.3K in Q2 2025. 369 funds tracked by Wall St. Rank hold PHIN as of Q4 2025.

  • Summit Securities Group reported no remaining Phinia Inc position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 222 Phinia Inc shares in Q4 2025, an estimated $12.8K.
  • Summit Securities Group first reported a position in Phinia Inc in Q2 2025 and held it in 2 quarters.
  • Summit Securities Group's Phinia Inc position peaked at $43.3K in Q2 2025.
  • 369 funds tracked by Wall St. Rank held Phinia Inc as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.