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PFX PHENIXFIN CORP

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COM (common), issuer CIK 1490349

16 managers (16 13F filers) reported a position in PFX shares at 2025-09-30, 469,227 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.

Managers
16
13F filers
16
New
2
Added
3
Reduced
4
Sold out
0
Shares held by filers
469,227

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

HolderSharesValue% of portfolioChangeSource
Adalta Capital Management LLC172,939$8.21M3.73%+3,10013F-HRTimeline
22NW, LP117,885$5.6M2.92%013F-HRTimeline
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC64,327$3.06M1.18%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY57,917$2.76M<0.01%-2,25413F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC20,369$970K<0.01%+59013F-HRTimelineGroup
Bulldog Investors, LLP19,218$915K0.21%013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc12,695$605K<0.01%-1,45613F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,099$100K<0.01%+13613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.697$33.8K<0.01%-15013F-HRTimelineGroup
Allworth Financial LP286$13.6K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN261$12.4K<0.01%013F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…200$9.53K<0.01%013F-HRTimelineGroup
Archer Investment Corp126$6K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/108$5.14K<0.01%-10013F-HR/ATimelineGroup
Sound Income Strategies, LLC78$3.63K<0.01%new13F-HRTimeline
MAI Capital Management22$1.05K<0.01%013F-HRTimeline