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Valued Wealth Advisors’s Phinia Inc PHIN Stock Holding History

Valued 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 		$4.94K Buy
+60
New +$4.59K ﹤0.01% 450
2024
Q4 		– Sell
-1
Closed -$47 – 673
2024
Q3 		$47 Hold
1
– – ﹤0.01% 633
2024
Q2 		$40 Hold
1
– – ﹤0.01% 610
2024
Q1 		$39 Hold
1
– – ﹤0.01% 600
2023
Q4 		$27 Buy
+1
New +$27 ﹤0.01% 533

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 $3.38T AUM 44.17% 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

Valued Wealth Advisors's PHIN Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in Phinia Inc (PHIN) in Q2 2026: 60 shares worth $4.94K. The stake represents ﹤0.01% of the portfolio and ranks #450 among its holdings. This is a return to the name: Valued Wealth Advisors previously reported a position in PHIN as recently as Q3 2024.

Valued Wealth Advisors first reported a position in PHIN in Q4 2023 and has held it in 5 quarters since. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Valued Wealth Advisors held 60 shares of Phinia Inc worth $4.94K as of Q2 2026.
  • Phinia Inc was a new Valued Wealth Advisors position in Q2 2026.
  • Phinia Inc made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #450 holding.
  • Valued Wealth Advisors first reported a position in Phinia Inc in Q4 2023 and has held it in 5 quarters since.
  • 393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.