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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 2026-03-31, 398,108 shares in all. 0 filers opened a position and 2 filers sold out during the quarter.

Managers
16
13F filers
16
New
0
Added
4
Reduced
2
Sold out
2
Shares held by filers
398,108

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Adalta Capital Management LLC175,569$6.86M3.28%013F-HRTimeline
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC64,327$2.51M0.93%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY54,958$2.15M<0.01%-44813F-HRTimelineGroup
22NW, LP43,115$1.68M1.33%-74,77013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC23,938$935K<0.01%+1,57013F-HRTimelineGroup
Bulldog Investors, LLP19,218$751K0.17%013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc15,140$602K<0.01%+2,04713F-HRTimelineGroup
UBS Group AGin group UBS Group AG488$19.1K<0.01%+35813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.400$15.6K<0.01%013F-HRTimelineGroup
Allworth Financial LP286$11.2K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN251$9.79K<0.01%+113F-HR/ATimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…200$7.81K<0.01%013F-HRTimelineGroup
Archer Investment Corp126$4.92K<0.01%013F-HRTimeline
Sound Income Strategies, LLC78$3.04K<0.01%013F-HRTimeline
MAI Capital Management11$430<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3$117<0.01%013F-HRTimelineGroup