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Western Wealth Management’s Phinia Inc PHIN Stock Holding History

Western Wealth Management’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 		$535K Sell
6,500
-25
-0.4% -$1.91K 0.02% 651
2026
Q1 		$447K Buy
+6,525
New +$456K 0.02% 670
2025
Q1 		– Sell
-6,500
Closed -$313K – 749
2024
Q4 		$313K Buy
+6,500
New +$321K 0.02% 594

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

Western Wealth Management's PHIN Position: Q2 2026 in Review

Western Wealth Management reduced its Phinia Inc (PHIN) stake by 0.38% in Q2 2026, selling an estimated $1.91K and leaving 6,500 shares worth $535K. The position accounts for 0.02% of the portfolio, ranked #651.

Western Wealth Management first reported a position in PHIN in Q4 2024 and has held it in 3 quarters since. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Western Wealth Management held 6,500 shares of Phinia Inc worth $535K as of Q2 2026.
  • Western Wealth Management sold 25 Phinia Inc shares in Q2 2026, an estimated $1.91K.
  • Phinia Inc made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #651 holding.
  • Western Wealth Management first reported a position in Phinia Inc in Q4 2024 and has held it in 3 quarters since.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.