PFX institutional holders
PHENIXFIN CORP · 13F, 2026Q2
| Managers holding | 11 |
|---|---|
| Shares held | 330,792 |
| Reported value | $14.1m |
| Quarter flows | 1 new, 1 added, 3 trimmed, 6 exited |
Top 11 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Adalta Capital Management LLC | 176,569 | $7.5m | 3.3% |
| AMERICAN FINANCIAL GROUP INC | 64,327 | $2.7m | 1.0% |
| MORGAN STANLEY | 54,462 | $2.3m | 0.0% |
| Bulldog Investors, LLP | 19,218 | $817,918 | 0.2% |
| Legal & General Group Plc | 15,140 | $655,259 | 0.0% |
| OSAIC HOLDINGS, INC. | 400 | $17,024 | 0.0% |
| Allworth Financial LP | 286 | $12,173 | 0.0% |
| WELLS FARGO & COMPANY/MN | 250 | $10,645 | 0.0% |
| UBS Group AG | 130 | $5,533 | 0.0% |
| IFG Advisory, LLC | 7 | $298 | 0.0% |
| US BANCORP \DE\ | 3 | $128 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("PFX"). PFX price history · All 13F data