PFX

PhenixFIN Corporation
$41.30+0.14 (+0.33%)Financial ServicesNASDAQ

Institutional Holders

21

as of Q4 2025

Total Shares Held

1.7511954003554063e+66B

Total Value

$7.815238520008494e+26T

% of Float

—

Price History

$40.06$43.64$47.22$50.80$54.38Mar 24Feb 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Adalta Capital Management LLC175,119$7.8M3.49%Share
2AMERICAN FINANCIAL GROUP INC54,003$2.4M0.86%Share
3MORGAN STANLEY55,406$2.0M0.00%Share
4Bulldog Investors, LLP19,218$849K0.19%Share
5AMERICAN FINANCIAL GROUP INC10,324$456K0.17%Share
6Adalta Capital Management LLC450$19K0.01%Share
7Allworth Financial LP286$12K0.00%Share
8Legacy Wealth Managment, LLC/ID200$8K0.00%Share
9Archer Investment Corp126$5K0.00%Share
10UBS Group AG130$5K0.00%Share
1122NW, LP117,885$5K2.11%Share
12Sound Income Strategies, LLC78$3K0.00%Share
13MAI Capital Management11$00.00%Share
14OSAIC HOLDINGS, INC.400$00.00%Share
15RAYMOND JAMES FINANCIAL INC22,128$00.00%Share
16RAYMOND JAMES FINANCIAL INC240$00.00%Share
17WELLS FARGO & COMPANY/MN250$00.00%Share
18US BANCORP \DE\3$00.00%Share
19ROYAL BANK OF CANADA50$00.00%Share
20Legal & General Group Plc13,093$00.00%Share
21BANK OF AMERICA CORP /DE/108$00.00%Share