SVB Wealth’s Phinia Inc PHIN Stock Holding History

SVB Wealth’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	-156	Closed	-$6.62K	–	1299
2025 Q1	$6.62K	Buy	+156	New	+$7.47K	﹤0.01%	968

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

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SVB Wealth's PHIN Position: Q2 2025 in Review

SVB Wealth sold out of Phinia Inc (PHIN) in Q2 2025, closing a stake of 156 shares — an estimated $6.62K sold.

SVB Wealth first reported a position in PHIN in Q1 2025 and held it in 1 quarter. The position peaked at $6.62K in Q1 2025. 333 funds tracked by Wall St. Rank hold PHIN as of Q2 2025.

SVB Wealth reported no remaining Phinia Inc position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 156 Phinia Inc shares in Q2 2025, an estimated $6.62K.
SVB Wealth first reported a position in Phinia Inc in Q1 2025 and held it in 1 quarter.
SVB Wealth's Phinia Inc position peaked at $6.62K in Q1 2025.
333 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.