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Whittier Trust’s Phinia Inc PHIN Stock Holding History

Whittier Trust’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 		$56.7K Hold
829
– – ﹤0.01% 817
2025
Q4 		$55.8K Hold
829
– – ﹤0.01% 845
2025
Q3 		$47K Sell
829
-61
-7% -$3.29K ﹤0.01% 861
2025
Q2 		$39.6K Hold
890
– – ﹤0.01% 989
2025
Q1 		$37.8K Hold
890
– – ﹤0.01% 988
2024
Q4 		$42.9K Hold
890
– – ﹤0.01% 960
2024
Q3 		$41K Hold
890
– – ﹤0.01% 963
2024
Q2 		$35K Sell
890
-182
-17% -$7.49K ﹤0.01% 976
2024
Q1 		$41.2K Sell
1,072
-47
-4% -$1.53K ﹤0.01% 973
2023
Q4 		$33.9K Buy
1,119
+31
+3% +$831 ﹤0.01% 986
2023
Q3 		$29.1K Buy
+1,088
New +$30.1K ﹤0.01% 1039

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

Whittier Trust's PHIN Position: Q1 2026 in Review

Whittier Trust held its Phinia Inc (PHIN) position steady in Q1 2026 at 829 shares worth $56.7K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Whittier Trust first reported a position in PHIN in Q3 2023 and has held it in 11 quarters since. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • Whittier Trust held 829 shares of Phinia Inc worth $56.7K as of Q1 2026.
  • Whittier Trust left its Phinia Inc share count unchanged in Q1 2026.
  • Phinia Inc made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #817 holding.
  • Whittier Trust first reported a position in Phinia Inc in Q3 2023 and has held it in 11 quarters since.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.