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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Phinia Inc PHIN Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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
Q3 		– Sell
-300
Closed -$24.7K – 2292
2026
Q2 		$24.7K Hold
300
– – ﹤0.01% 1195
2026
Q1 		$20.5K Hold
300
– – ﹤0.01% 1299
2025
Q4 		$18.8K Hold
300
– – ﹤0.01% 1351
2025
Q3 		$17.2K Hold
300
– – ﹤0.01% 1322
2025
Q2 		$13.3K Hold
300
– – ﹤0.01% 1385
2025
Q1 		$12.7K Hold
300
– – ﹤0.01% 1424
2024
Q4 		$14.5K Hold
300
– – ﹤0.01% 1302
2024
Q3 		$13.8K Buy
+300
New +$13.5K ﹤0.01% 1416

Other funds holding PHIN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s PHIN Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Phinia Inc (PHIN) in Q3 2026, closing a stake of 300 shares — an estimated $24.7K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in PHIN in Q3 2024 and held it in 8 quarters. The position peaked at $24.7K in Q2 2026. 307 funds tracked by Wall St. Rank hold PHIN as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Phinia Inc position as of Q3 2026 after selling out during the quarter.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 300 Phinia Inc shares in Q3 2026, an estimated $24.7K.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Phinia Inc in Q3 2024 and held it in 8 quarters.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Phinia Inc position peaked at $24.7K in Q2 2026.
  • 307 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.