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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
Q2 		– Sell
-115
Closed -$7.87K – 1636
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 $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 $3.37T AUM 44.26% 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

Twin Peaks Wealth Advisors's PHIN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Phinia Inc (PHIN) in Q2 2026, closing a stake of 115 shares — an estimated $7.87K sold.

Twin Peaks Wealth Advisors first reported a position in PHIN in Q2 2025 and held it in 2 quarters. The position peaked at $7.87K in Q1 2026. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Phinia Inc position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 115 Phinia Inc shares in Q2 2026, an estimated $7.87K.
  • Twin Peaks Wealth Advisors first reported a position in Phinia Inc in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Phinia Inc position peaked at $7.87K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.