# PHENIXFIN CORP (PFX)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PFX/

- Reporting holders: 11
- Reported value: $14.1M
- Shares held by institutions: 330,792 of 1,931,273 outstanding
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Adalta Capital Management LLC](https://holderbook.com/funds/1698926-adalta-capital-management-llc/) | $7.5M | 176,569 | 3.3% | 21 |
| [AMERICAN FINANCIAL GROUP INC](https://holderbook.com/funds/1042046-american-financial-group-inc/) | $2.7M | 64,327 | 1.0% | 22 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $2.3M | 54,462 | 0.0% | 22 |
| [Bulldog Investors, LLP](https://holderbook.com/funds/1504304-bulldog-investors-llp/) | $817.9K | 19,218 | 0.2% | 7 |
| [Legal & General Group Plc](https://holderbook.com/funds/764068-legal-general-group-plc/) | $655.3K | 15,140 | 0.0% | 22 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $17.0K | 400 | 0.0% | 7 |
| [Allworth Financial LP](https://holderbook.com/funds/1555170-allworth-financial-lp/) | $12.2K | 286 | 0.0% | 4 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $10.6K | 250 | 0.0% | 22 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $5.5K | 130 | 0.0% | 22 |
| [IFG Advisory, LLC](https://holderbook.com/funds/1728319-ifg-advisory-llc/) | $298 | 7 | 0.0% | 1 |
| [US BANCORP \DE\](https://holderbook.com/funds/36104-us-bancorp-de/) | $128 | 3 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 11 | $14.1M |
| Q1 2026 | 16 | $15.6M |
| Q4 2025 | 18 | $20.8M |
| Q3 2025 | 16 | $22.3M |
| Q2 2025 | 15 | $23.8M |
| Q1 2025 | 15 | $24.9M |
| Q4 2024 | 19 | $24.0M |
| Q3 2024 | 17 | $20.9M |
| Q2 2024 | 15 | $20.4M |
| Q1 2024 | 15 | $24.8M |
| Q4 2023 | 15 | $26.7M |
| Q3 2023 | 13 | $21.8M |