Y-Intercept (HK)’s Phinia Inc PHIN Stock Holding History

Y-Intercept (HK)’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	$2.4M	Sell	29,184 -5,204	-15%	-$398K	0.05%	601
2026 Q1	$2.35M	Sell	34,388 -3,059	-8%	-$214K	0.04%	643
2025 Q4	$2.35M	Buy	37,447 +14,066	+60%	+$778K	0.05%	547
2025 Q3	$1.34M	Sell	23,381 -63,742	-73%	-$3.44M	0.03%	827
2025 Q2	$3.88M	Buy	87,123 +81,391	+1,420%	+$3.43M	0.09%	303
2025 Q1	$243K	Buy	+5,732	New	+$275K	0.02%	978
2024 Q2	–	Sell	-51,736	Closed	-$1.99M	–	1795
2024 Q1	$1.99M	Sell	51,736 -63,101	-55%	-$2.05M	0.15%	167
2023 Q4	$3.48M	Buy	+114,837	New	+$3.08M	0.32%	43

Other funds holding PHIN

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Y-Intercept (HK)'s PHIN Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Phinia Inc (PHIN) stake by 15% in Q2 2026, selling an estimated $398K and leaving 29,184 shares worth $2.4M. The position accounts for 0.05% of the portfolio, ranked #601.

Y-Intercept (HK) first reported a position in PHIN in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.88M in Q2 2025. 41 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

Y-Intercept (HK) held 29,184 shares of Phinia Inc worth $2.4M as of Q2 2026.
Y-Intercept (HK) sold 5,204 Phinia Inc shares in Q2 2026, an estimated $398K.
Phinia Inc made up 0.05% of Y-Intercept (HK)'s portfolio in Q2 2026, its #601 holding.
Y-Intercept (HK) first reported a position in Phinia Inc in Q4 2023 and has held it in 8 quarters since.
Y-Intercept (HK)'s Phinia Inc position peaked at $3.88M in Q2 2025.
41 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.