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RAFFA WEALTH MANAGEMENT, LLC’s Phinia Inc PHIN Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$824 Buy
+10
New +$766 ﹤0.01% 1078
2023
Q4 		– Sell
-4
Closed -$107 – 1072
2023
Q3 		$107 Buy
+4
New +$111 ﹤0.01% 1047

Other funds holding PHIN

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's PHIN Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC opened a new position in Phinia Inc (PHIN) in Q2 2026: 10 shares worth $824. The stake represents ﹤0.01% of the portfolio and ranks #1078 among its holdings. This is a return to the name: RAFFA WEALTH MANAGEMENT, LLC previously reported a position in PHIN as recently as Q3 2023.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PHIN in Q3 2023 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 10 shares of Phinia Inc worth $824 as of Q2 2026.
  • Phinia Inc was a new RAFFA WEALTH MANAGEMENT, LLC position in Q2 2026.
  • Phinia Inc made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1078 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Phinia Inc in Q3 2023 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.