PHENIXFIN CORP PFX
$42.55
0.0% 52w: $38.23 – $50.56
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data38.2344.4050.56
Jun 20, 2025 Jul 2, 2026
Institutional holders
16
-2 QoQ
13F value
$15.6M
-25.3% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PFX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Adalta Capital Management LLC ★2 | Fundamental diversified | 175.6K | $6.9M | 3.3% | Held |
| AMERICAN FINANCIAL GROUP INC ★2 | Fundamental diversified | 64.3K | $2.5M | 0.9% | Held |
| MORGAN STANLEY | Bank broker | 55.0K | $2.1M | 0.0% | -0.8% |
| 22NW, LP ★3 | Fundamental concentrated | 43.1K | $1.7M | 1.2% | -63.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 23.9K | $935K | 0.0% | +7.0% |
| Bulldog Investors, LLP ★2 | Fundamental diversified | 19.2K | $751K | 0.2% | Held |
| Legal & General Group Plc | Diversified mechanical | 15.1K | $602K | 0.0% | +15.6% |
| UBS Group AG | Bank broker | 488 | $19K | 0.0% | +275.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 400 | $16K | 0.0% | Held |
| Allworth Financial LP | Wealth advisor | 286 | $11K | 0.0% | Held |
| WELLS FARGO & COMPANY/MN | Bank broker | 251 | $10K | 0.0% | +0.4% |
| Legacy Wealth Managment, LLC/ID | Wealth advisor | 200 | $8K | 0.0% | Held |
| Archer Investment Corp | Wealth advisor | 126 | $5K | 0.0% | Held |
| Sound Income Strategies, LLC | Diversified mechanical | 78 | $3K | 0.0% | Held |
| MAI Capital Management | Wealth advisor | 11 | $430 | 0.0% | Held |
| US BANCORP \DE\ | Wealth advisor | 3 | $117 | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.