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True Wealth Design’s Phinia Inc PHIN Stock Holding History

True Wealth Design’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 		$412 Hold
5
– – ﹤0.01% 2259
2026
Q1 		$343 Hold
5
– – ﹤0.01% 2179
2025
Q4 		$314 Hold
5
– – ﹤0.01% 2107
2025
Q3 		$288 Buy
+5
New +$270 ﹤0.01% 2201

Other funds holding PHIN

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

True Wealth Design's PHIN Position: Q2 2026 in Review

True Wealth Design held its Phinia Inc (PHIN) position steady in Q2 2026 at 5 shares worth $412. The position accounts for ﹤0.01% of the portfolio, ranked #2259.

True Wealth Design first reported a position in PHIN in Q3 2025 and has held it in 4 quarters since. 47 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • True Wealth Design held 5 shares of Phinia Inc worth $412 as of Q2 2026.
  • True Wealth Design left its Phinia Inc share count unchanged in Q2 2026.
  • Phinia Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2259 holding.
  • True Wealth Design first reported a position in Phinia Inc in Q3 2025 and has held it in 4 quarters since.
  • 47 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.