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United Capital Financial Advisors’s Phinia Inc PHIN Stock Holding History

United Capital 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 		$308K Sell
3,737
-166
-4% -$12.7K ﹤0.01% 1353
2026
Q1 		$267K Buy
3,903
+118
+3% +$8.24K ﹤0.01% 1410
2025
Q4 		$237K Buy
+3,785
New +$209K ﹤0.01% 1265

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

United Capital Financial Advisors's PHIN Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Phinia Inc (PHIN) stake by 4.3% in Q2 2026, selling an estimated $12.7K and leaving 3,737 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

United Capital Financial Advisors first reported a position in PHIN in Q4 2025 and has held it in 3 quarters since. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • United Capital Financial Advisors held 3,737 shares of Phinia Inc worth $308K as of Q2 2026.
  • United Capital Financial Advisors sold 166 Phinia Inc shares in Q2 2026, an estimated $12.7K.
  • Phinia Inc made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1353 holding.
  • United Capital Financial Advisors first reported a position in Phinia Inc in Q4 2025 and has held it in 3 quarters since.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

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