PhenixFIN Corp - Common Stock (PFX)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / Common Stock
Shares outstanding
2,019,340
Total 13F shares
13,916
Share change
-1,568
Total reported value
$625,774
Price per share
$44.18
Number of holders
7
Value change
-$68,933
Number of buys
2
Number of sells
1

Institutional Holders of PhenixFIN Corp - Common Stock (PFX) as of Q4 2025

As of 31 Dec 2025, PhenixFIN Corp - Common Stock (PFX) was held by 7 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 13,916 shares. The largest 7 holders included Legal & General Group Plc, Allworth Financial LP, Legacy Wealth Managment, LLC/ID, UBS Group AG, Archer Investment Corp, Sound Income Strategies, LLC, and US BANCORP \DE\. This page lists 7 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.