PFX PHENIXFIN CORP
FollowCOM (common), issuer CIK 1490349
16 managers (16 13F filers) reported a position in PFX shares at 2025-06-30, 469,197 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 16
- 13F filers
- 16
- New
- 0
- Added
- 3
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 469,197
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 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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 | 169,839 | $8.62M | 4.33% | +1,390 | 13F-HRTimeline |
| 22NW, LP | 117,885 | $5.98M | 3.76% | 0 | 13F-HRTimeline |
| AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC | 64,327 | $3.26M | 1.22% | 0 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 60,171 | $3.05M | <0.01% | -1,625 | 13F-HRTimelineGroup |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 19,779 | $1M | <0.01% | +4 | 13F-HRTimelineGroup |
| Bulldog Investors, LLP | 19,218 | $973K | 0.25% | 0 | 13F-HRTimeline |
| Legal & General Group Plcin group Legal & General Group Plc | 14,151 | $717K | <0.01% | 0 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 1,963 | $99.4K | <0.01% | -158 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 847 | $42.9K | <0.01% | +302 | 13F-HR/ATimelineGroup |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 261 | $13.2K | <0.01% | 0 | 13F-HRTimelineGroup |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 208 | $10.5K | <0.01% | -100 | 13F-HRTimelineGroup |
| Legacy Investment Solutions, LLC | 200 | $10.1K | 0.01% | 13F-HRTimeline | |
| Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/… | 200 | $10.1K | 0.01% | 0 | 13F-HRTimelineGroup |
| Archer Investment Corp | 126 | $6.38K | <0.01% | 0 | 13F-HRTimeline |
| MAI Capital Management | 22 | $1.11K | <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. |