PFX PHENIXFIN CORP
FollowCOM (common), issuer CIK 1490349
18 managers (18 13F filers) reported a position in PFX shares at 2025-12-31, 469,508 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 18
- 13F filers
- 18
- New
- 2
- Added
- 3
- Reduced
- 5
- Sold out
- 0
- Shares held by filers
- 469,508
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 | 175,569 | $7.84M | 3.5% | +2,630 | 13F-HRTimeline |
| 22NW, LP | 117,885 | $5.21M | 2.43% | 0 | 13F-HRTimeline |
| AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC | 64,327 | $2.84M | 1.03% | 0 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 55,406 | $2.45M | <0.01% | -2,511 | 13F-HR/ATimelineGroup |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 22,368 | $988K | <0.01% | +1,999 | 13F-HRTimelineGroup |
| Bulldog Investors, LLP | 19,218 | $849K | 0.19% | 0 | 13F-HRTimeline |
| Legal & General Group Plcin group Legal & General Group Plc | 13,093 | $589K | <0.01% | +398 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 400 | $17.7K | <0.01% | -297 | 13F-HRTimelineGroup |
| Allworth Financial LP | 286 | $12.6K | <0.01% | 0 | 13F-HRTimeline |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 250 | $11.1K | <0.01% | -11 | 13F-HRTimelineGroup |
| Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/… | 200 | $8.84K | <0.01% | 0 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 130 | $5.74K | <0.01% | -1,969 | 13F-HRTimelineGroup |
| Archer Investment Corp | 126 | $5.57K | <0.01% | 0 | 13F-HRTimeline |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 108 | $4.77K | <0.01% | 0 | 13F-HRTimelineGroup |
| Sound Income Strategies, LLC | 78 | $3.41K | <0.01% | 0 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 50 | $2K | <0.01% | new | 13F-HRTimelineGroup |
| MAI Capital Management | 11 | $486 | <0.01% | -11 | 13F-HRTimeline |
| US BANCORP \DE\in group US BANCORP \DE\ | 3 | $133 | <0.01% | new | 13F-HRTimelineGroup |