PFX PHENIXFIN CORP
FollowCOM (common), issuer CIK 1490349
16 managers (16 13F filers) reported a position in PFX shares at 2025-03-31, 471,407 shares in all. 0 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 16
- 13F filers
- 16
- New
- 0
- Added
- 6
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 471,407
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, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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 | 168,449 | $8.93M | 4.76% | +12,925 | 13F-HRTimeline |
| 22NW, LP | 117,885 | $6.25M | 4.19% | 0 | 13F-HRTimeline |
| AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC | 64,327 | $3.41M | 1.46% | 0 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 61,796 | $3.28M | <0.01% | +1,294 | 13F-HRTimelineGroup |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 19,775 | $1.05M | <0.01% | +177 | 13F-HRTimelineGroup |
| Bulldog Investors, LLP | 19,218 | $1.02M | 0.28% | 0 | 13F-HRTimeline |
| Legal & General Group Plcin group Legal & General Group Plc | 14,151 | $756K | <0.01% | 0 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 2,121 | $112K | <0.01% | +1,603 | 13F-HRTimelineGroup |
| Allworth Financial LP | 2,223 | $38.9K | <0.01% | +57 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 545 | $28.9K | <0.01% | +525 | 13F-HRTimelineGroup |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 308 | $16.3K | <0.01% | 0 | 13F-HRTimelineGroup |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 261 | $14.1K | <0.01% | -120 | 13F-HRTimelineGroup |
| Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/… | 200 | $10.6K | 0.01% | 0 | 13F-HRTimelineGroup |
| Archer Investment Corp | 126 | $6.68K | <0.01% | 0 | 13F-HRTimeline |
| MAI Capital Management | 22 | $1.17K | <0.01% | 0 | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |