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Optimize Financial Inc

Position in PHIN — Phinia Inc.

CIK 2033266 LAGUNA HILLS, CA

Position in PHIN

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$357,667
+$13,750 QoQ
Shares Held
5,226
-4.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PHIN Over Time

Shares Held

Position Value (USD)

Position in Auto Parts

Consumer Cyclical · as of Mar 31, 2026

Optimize Financial Inc holds $2,991,325 across 5 Auto Parts names. PHIN ranks #5 (12.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 PHIN
Phinia Inc.
This page
5,226 $357,667

All Filings in PHIN

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4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $357,667 5,226
2025-12-31 $343,917 5,486
2025-09-30 $310,966 5,410
2024-12-31 $205,782 4,272