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United Financial Planning Group’s Phinia Inc PHIN Stock Holding History

United Financial Planning Group’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 		$4.28K Hold
52
– – ﹤0.01% 401
2026
Q1 		$3.56K Buy
+52
New +$3.63K ﹤0.01% 375

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 Financial Planning Group's PHIN Position: Q2 2026 in Review

United Financial Planning Group held its Phinia Inc (PHIN) position steady in Q2 2026 at 52 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

United Financial Planning Group first reported a position in PHIN in Q1 2026 and has held it in 2 quarters since. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • United Financial Planning Group held 52 shares of Phinia Inc worth $4.28K as of Q2 2026.
  • United Financial Planning Group left its Phinia Inc share count unchanged in Q2 2026.
  • Phinia Inc made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #401 holding.
  • United Financial Planning Group first reported a position in Phinia Inc in Q1 2026 and has held it in 2 quarters since.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.