PHENIXFIN CORP (PFX)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
11
Reporting holders
$14.1M
Reported value
17.1%
Of shares outstanding
0.0%
Held as options
-5
Holder change
Institutions report 330,792 shares against 1,931,273 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Adalta Capital Management LLC | $7.5M | 176,569 | 3.30% | 21q | +0.6%+$42.6K |
| AMERICAN FINANCIAL GROUP INC | $2.7M | 64,327 | 0.97% | 22q | HELD |
| MORGAN STANLEY | $2.3M | 54,462 | 0.00% | 22q | -0.9%-$21.1K |
| Bulldog Investors, LLP | $817.9K | 19,218 | 0.18% | 7q | HELD |
| Legal & General Group Plc | $655.3K | 15,140 | 0.00% | 22q | HELD |
| OSAIC HOLDINGS, INC. | $17.0K | 400 | 0.00% | 7q | HELD |
| Allworth Financial LP | $12.2K | 286 | 0.00% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $10.6K | 250 | 0.00% | 22q | -50.2%-$10.7K |
| UBS Group AG | $5.5K | 130 | 0.00% | 22q | -73.4%-$15.2K |
| IFG Advisory, LLC | $298 | 7 | 0.00% | new | NEW |
| US BANCORP \DE\ | $128 | 3 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 11 | $14.1M | 330,792 | 1 | 1 | 3 | 0.0% |
| Q1 2026 | 16 | $15.6M | 398,359 | 0 | 4 | 2 | 0.0% |
| Q4 2025 | 18 | $20.8M | 469,508 | 2 | 3 | 5 | 0.0% |
| Q3 2025 | 16 | $22.3M | 469,227 | 2 | 3 | 4 | 0.0% |
| Q2 2025 | 15 | $23.8M | 469,197 | 0 | 2 | 3 | 0.0% |
| Q1 2025 | 15 | $24.9M | 471,407 | 0 | 6 | 1 | 0.0% |
| Q4 2024 | 19 | $24.0M | 478,246 | 5 | 4 | 2 | 0.0% |
| Q3 2024 | 15 | $17.8M | 376,025 | 1 | 1 | 4 | 0.0% |
| Q2 2024 | 13 | $17.4M | 373,019 | 2 | 1 | 2 | 0.0% |
| Q1 2024 | 14 | $21.9M | 499,427 | 2 | 3 | 3 | 0.0% |
| Q4 2023 | 14 | $24.0M | 568,061 | 2 | 5 | 2 | 0.0% |
| Q3 2023 | 11 | $14.4M | 378,742 | 0 | 1 | 4 | 0.0% |
| Q2 2023 | 14 | $15.3M | 405,080 | 2 | 1 | 4 | 0.0% |
| Q1 2023 | 13 | $15.0M | 416,011 | 1 | 1 | 3 | 0.0% |
| Q4 2022 | 11 | $12.7M | 407,327 | 1 | 1 | 1 | 0.0% |
| Q3 2022 | 15 | $21.2M | 607,954 | 0 | 2 | 4 | 0.0% |
| Q2 2022 | 18 | $25.1M | 690,121 | 0 | 5 | 5 | 0.0% |
| Q1 2022 | 18 | $27.5M | 673,036 | 2 | 3 | 3 | 0.0% |
| Q4 2021 | 18 | $23.1M | 552,615 | 3 | 4 | 2 | 0.0% |
| Q3 2021 | 23 | $16.8M | 390,697 | 0 | 5 | 6 | 0.0% |
| Q2 2021 | 24 | $15.7M | 385,628 | 5 | 3 | 7 | 0.0% |
| Q1 2021 | 21 | $8.2M | 248,919 | 19 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $4.0K | 135 | 1 | 0 | 0 | 0.0% |