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Wealthspire Advisors (New York)’s Phinia Inc PHIN Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,245
Closed -$71.6K – 2357
2025
Q3 		$71.6K Buy
+1,245
New +$67.2K ﹤0.01% 1121

Other funds holding PHIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthspire Advisors (New York)'s PHIN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Phinia Inc (PHIN) in Q4 2025, closing a stake of 1,245 shares — an estimated $71.6K sold.

Wealthspire Advisors (New York) first reported a position in PHIN in Q3 2025 and held it in 1 quarter. The position peaked at $71.6K in Q3 2025. 369 funds tracked by Wall St. Rank hold PHIN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Phinia Inc position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,245 Phinia Inc shares in Q4 2025, an estimated $71.6K.
  • Wealthspire Advisors (New York) first reported a position in Phinia Inc in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Phinia Inc position peaked at $71.6K in Q3 2025.
  • 369 funds tracked by Wall St. Rank held Phinia Inc as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.