Back to PHIN
Pinnacle Wealth Planning Services, Inc. → PHIN
Pinnacle Wealth Planning Services, Inc. PHIN Position History
PHINIA Inc. • Industrials
Quarters held
8
Latest value
$2K
Q3 2026
Peak value
$199K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $84K |
| Q4 2025 | $153K |
| Q1 2026 | $165K |
| Q1 2026 | $74K |
| Q2 2026 | $199K |
| Q2 2026 | $5K |
| Q3 2026 | $150K |
| Q3 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 187 | — | — |
| Q3 2026 | $150K | 2.5K | — | — |
| Q2 2026 | $5K | 342 | — | — |
| Q2 2026 | $199K | 2.4K | — | — |
| Q1 2026 | $74K | 4.0K | — | — |
| Q1 2026 | $165K | 2.4K | — | — |
| Q4 2025 | $153K | 2.4K | — | — |
| Q4 2025 | $84K | 4.0K | — | — |
Other funds holding PHIN
$263M
$239.1M
$201.4M
$200.1M
$200.1M
$163.3M
$132.1M
$132.1M