Position in PFX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$4,921
-$645 QoQ
Shares Held
126
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 16 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Archer Investment Corp holds $981,361 across 15 Asset Management names. PFX ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAIN |
Main Street Capital CORP
|
9,349 | $495,123 | |
| 2 | BX |
Blackstone Inc.
|
2,263 | $260,222 | |
| 3 | ADX |
Adams Diversified Equity Fund, Inc.
|
1,889 | $41,350 | |
| 4 | BLK |
BlackRock, Inc.
|
42 | $40,391 | |
| 5 | RLTY |
Cohen & Steers Real Estate Opportunities & Income Fund
|
2,338 | $33,994 | |
| 6 | SII |
Sprott Inc.
|
223 | $31,866 | |
| 7 | HTGC |
Hercules Capital, Inc.
|
2,043 | $30,175 | |
| 8 | APO |
Apollo Global Management, Inc.
|
112 | $12,479 |
All Filings in PFX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,921 | 126 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,566 | 126 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,000 | 126 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $6,381 | 126 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,804 | 126 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,380 | 126 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $5,998 | 126 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,893 | 126 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,556 | 126 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,323 | 126 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,775 | 126 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,788 | 126 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||