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Twin Peaks Wealth Advisors’s Phinia Inc PHIN Stock Holding History

Twin Peaks Wealth 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
Q1 		$7.87K Buy
+115
New +$8.03K ﹤0.01% 1178
2025
Q3 		– Sell
-142
Closed -$7.75K – 1553
2025
Q2 		$7.75K Buy
+142
New +$5.99K ﹤0.01% 1067

Other funds holding PHIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Twin Peaks Wealth Advisors's PHIN Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Phinia Inc (PHIN) in Q1 2026: 115 shares worth $7.87K. The stake represents ﹤0.01% of the portfolio and ranks #1178 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PHIN as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PHIN in Q2 2025 and has held it in 2 quarters since. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • Twin Peaks Wealth Advisors held 115 shares of Phinia Inc worth $7.87K as of Q1 2026.
  • Phinia Inc was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Phinia Inc made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1178 holding.
  • Twin Peaks Wealth Advisors first reported a position in Phinia Inc in Q2 2025 and has held it in 2 quarters since.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.