PFX PHENIXFIN CORP
FollowCOM (common), issuer CIK 1490349
11 managers (11 13F filers) reported a position in PFX shares at 2026-06-30, 330,792 shares in all. 1 filer opened a position and 6 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 1
- Added
- 1
- Reduced
- 3
- Sold out
- 6
- Shares held by filers
- 330,792
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Adalta Capital Management LLC | 176,569 | $7.51M | 3.3% | +1,000 | 13F-HRTimeline |
| AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC | 64,327 | $2.74M | 0.97% | 0 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 54,462 | $2.32M | <0.01% | -496 | 13F-HRTimelineGroup |
| Bulldog Investors, LLP | 19,218 | $818K | 0.18% | 0 | 13F-HRTimeline |
| Legal & General Group Plcin group Legal & General Group Plc | 15,140 | $655K | <0.01% | 0 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 400 | $17K | <0.01% | 0 | 13F-HRTimelineGroup |
| Allworth Financial LP | 286 | $12.2K | <0.01% | 0 | 13F-HRTimeline |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 250 | $10.6K | <0.01% | -1 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 130 | $5.53K | <0.01% | -358 | 13F-HRTimelineGroup |
| IFG Advisory, LLC | 7 | $298 | <0.01% | new | 13F-HRTimeline |
| US BANCORP \DE\in group US BANCORP \DE\ | 3 | $128 | <0.01% | 0 | 13F-HRTimelineGroup |