PFX · PhenixFIN Corp
$43.01
+0.08 (+0.19%)
At close · Jul 29
Market Cap
$83.12M
Shares
1.93M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 18
Total Value: $25,300,481
Total Shares: 647,734
Institutional Ownership Trend
22 quarters
Holder Concentration
Across 16 13F filers · Δ vs Dec 31, 2025Top Holder
44.1%
+6.7 pts
Top 5
90.9%
−1.9 pts
Top 10
99.8%
−0.0 pts
HHI
2,588
Highly concentrated+185
Quarterly Activity
vs Dec 31, 2025
New
2
Increased
4
Decreased
2
Sold Out
2
Unchanged
10
Holder count:
0
Institutional value:
+22.0%
Shares held:
+38.0%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega Legal & General Group Plc | +2,047 | 15,140 | |
| Mega RAYMOND JAMES FINANCIAL INC | +1,570 | 23,938 | |
| Mega UBS Group AG | +358 | 488 | |
| Mega WELLS FARGO & COMPANY/MN | +1 | 251 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small 22NW, LP | −74,770 | 43,115 | |
| Mega MORGAN STANLEY | −448 | 54,958 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| — David A. Lorber | 206,511 | $8,066,319 | |
| — 22NW Fund, LP | 43,115 | $1,684,071 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ | 108 | $4,771 | |
| Mega ROYAL BANK OF CANADA | 50 | $2,209 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| — David A. Lorber | $8,066,319 | 31.88% | 206,511 | Shares | Sole | 2026-04-02 | ||||
| Small Adalta Capital Management LLC | $6,857,725 | 27.11% | 175,569 | Shares | Sole | 2026-05-18 | ||||
| Small AMERICAN FINANCIAL GROUP INC | $2,512,612 | 9.93% | 64,327 | Shares | Defined | 2026-05-13 | ||||
| Mega MORGAN STANLEY | $2,146,659 | 8.48% | 54,958 | Shares | Defined | 2026-05-15 | ||||
| — 22NW Fund, LP | $1,684,071 | 6.66% | 43,115 | Shares | Sole | 2026-05-15 | ||||
| Small 22NW, LP | $1,684,071 | 6.66% | 43,115 | Shares | Sole | 2026-05-15 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $935,017 | 3.70% | 23,938 | Shares | Defined | 2026-05-14 | ||||
| Small Bulldog Investors, LLP | $750,655 | 2.97% | 19,218 | Shares | Sole | 2026-05-08 | ||||
| Mega Legal & General Group Plc | $591,368 | 2.34% | 15,140 | Shares | Defined | 2026-05-08 | ||||
| Mega UBS Group AG | $19,060 | 0.08% | 488 | Shares | Defined | 2026-05-05 | ||||
| Large OSAIC HOLDINGS, INC. | $15,624 | 0.06% | 400 | Shares | Defined | 2026-05-15 | ||||
| Mid Allworth Financial LP | $11,171 | 0.04% | 286 | Shares | Sole | 2026-05-15 | ||||
| Mega WELLS FARGO & COMPANY/MN | $9,804 | 0.04% | 251 | Shares | Defined | 2026-05-11 | ||||
| Micro Legacy Wealth Managment, LLC/ID | $7,812 | 0.03% | 200 | Shares | Sole | 2026-05-07 | ||||
| Small Archer Investment Corp | $4,921 | 0.02% | 126 | Shares | Sole | 2026-05-04 | ||||
| Mid Sound Income Strategies, LLC | $3,046 | 0.01% | 78 | Shares | Sole | 2026-04-27 | ||||
| Mid MAI Capital Management | $429 | 0.00% | 11 | Shares | Sole | 2026-05-15 | ||||
| Large US BANCORP \DE\ Bank | $117 | 0.00% | 3 | Shares | Defined | 2026-05-15 | ||||
| No holders match your search. | ||||||||||