UB
PHIN icon

UMB Bank’s Phinia Inc PHIN Stock Holding History

UMB Bank’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 		$27K Buy
328
+16
+5% +$1.23K ﹤0.01% 1559
2026
Q1 		$21.4K Buy
312
+2
+0.6% +$140 ﹤0.01% 1581
2025
Q4 		$19.4K Buy
310
+53
+21% +$2.93K ﹤0.01% 1574
2025
Q3 		$14.8K Buy
257
+30
+13% +$1.62K ﹤0.01% 1537
2025
Q2 		$10.1K Sell
227
-60
-21% -$2.53K ﹤0.01% 1602
2025
Q1 		$12.2K Buy
287
+48
+20% +$2.3K ﹤0.01% 1476
2024
Q4 		$11.5K Hold
239
– – ﹤0.01% 1426
2024
Q3 		$11K Buy
239
+50
+26% +$2.25K ﹤0.01% 1446
2024
Q2 		$7.44K Buy
189
+18
+11% +$741 ﹤0.01% 1327
2024
Q1 		$6.57K Buy
171
+20
+13% +$651 ﹤0.01% 1349
2023
Q4 		$4.57K Sell
151
-8
-5% -$215 ﹤0.01% 1422
2023
Q3 		$4.26K Buy
+159
New +$4.4K ﹤0.01% 1444

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

UMB Bank's PHIN Position: Q2 2026 in Review

UMB Bank increased its Phinia Inc (PHIN) stake by 5.1% in Q2 2026, buying an estimated $1.23K and bringing the position to 328 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

UMB Bank first reported a position in PHIN in Q3 2023 and has held it in 12 quarters since. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • UMB Bank held 328 shares of Phinia Inc worth $27K as of Q2 2026.
  • UMB Bank bought 16 Phinia Inc shares in Q2 2026, an estimated $1.23K.
  • Phinia Inc made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1559 holding.
  • UMB Bank first reported a position in Phinia Inc in Q3 2023 and has held it in 12 quarters since.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.