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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
Q2 		$66.1K Hold
829
– – ﹤0.01% 830
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 $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

Whittier Trust's PHIN Position: Q2 2026 in Review

Whittier Trust held its Phinia Inc (PHIN) position steady in Q2 2026 at 829 shares worth $66.1K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Whittier Trust first reported a position in PHIN in Q3 2023 and has held it in 12 quarters since. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Whittier Trust held 829 shares of Phinia Inc worth $66.1K as of Q2 2026.
  • Whittier Trust left its Phinia Inc share count unchanged in Q2 2026.
  • Phinia Inc made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #830 holding.
  • Whittier Trust first reported a position in Phinia Inc in Q3 2023 and has held it in 12 quarters since.
  • 393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.