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Transamerica Financial Advisors’s Phinia Inc PHIN Stock Holding History

Transamerica Financial Advisors’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 		$906 Hold
11
– – ﹤0.01% 1517
2026
Q1 		$752 Hold
11
– – ﹤0.01% 1400
2025
Q4 		$690 Buy
11
+1
+10% +$55 ﹤0.01% 1301
2025
Q3 		$575 Buy
+10
New +$540 ﹤0.01% 1272

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 $3.38T AUM 44.17% 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

Transamerica Financial Advisors's PHIN Position: Q2 2026 in Review

Transamerica Financial Advisors held its Phinia Inc (PHIN) position steady in Q2 2026 at 11 shares worth $906. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

Transamerica Financial Advisors first reported a position in PHIN in Q3 2025 and has held it in 4 quarters since. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Transamerica Financial Advisors held 11 shares of Phinia Inc worth $906 as of Q2 2026.
  • Transamerica Financial Advisors left its Phinia Inc share count unchanged in Q2 2026.
  • Phinia Inc made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1517 holding.
  • Transamerica Financial Advisors first reported a position in Phinia Inc in Q3 2025 and has held it in 4 quarters since.
  • 393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.