Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Phinia Inc PHIN Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$8.54M Buy
124,754
+2,800
+2% +$196K 0.01% 667
2025
Q4 		$7.65M Sell
121,954
-197
-0.2% -$10.9K 0.01% 703
2025
Q3 		$7.02M Buy
122,151
+52,957
+77% +$2.86M 0.01% 727
2025
Q2 		$3.08M Buy
69,194
+15,300
+28% +$646K 0.01% 1024
2025
Q1 		$2.29M Buy
53,894
+34,221
+174% +$1.64M ﹤0.01% 1128
2024
Q4 		$948K Buy
+19,673
New +$972K ﹤0.01% 943

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

Universal-Beteiligungs- und Servicegesellschaft's PHIN Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Phinia Inc (PHIN) stake by 2.3% in Q1 2026, buying an estimated $196K and bringing the position to 124,754 shares worth $8.54M. The position accounts for 0.01% of the portfolio, ranked #667.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in PHIN in Q4 2024 and has held it in 6 quarters since. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 124,754 shares of Phinia Inc worth $8.54M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 2,800 Phinia Inc shares in Q1 2026, an estimated $196K.
  • Phinia Inc made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #667 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Phinia Inc in Q4 2024 and has held it in 6 quarters since.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.