Security key
71902E208
PHOENIX COS INC NEW QUIBS 2032 - PREFERRED STOCKS (PFX)
CUSIP: 71902E208
Q2 2026 13F Holders as of 30 Jun 2026
- Security type / class
- Equity / PREFERRED STOCKS
- Total 13F shares
- 262,432
- Total 13F value
- $4,920,600
- Share change
- 0
- SEC-reported price per share
- $18.75
- Number of holders
- 1
Report period
Q2 2026
Institutions
1
Top holders
1
PFX full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q1 2026
PhenixFIN Corp SEC filings
PhenixFIN Corp company facts
PhenixFIN Corp 13D/G history
Broader feeds
Reporting periods
Holder history for CUSIP 71902E208
Recent filing periods:
Ownership snapshot
Top reported holders of PFX - PHOENIX COS INC NEW QUIBS 2032 - PREFERRED STOCKS (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
David A. Lorber
Disclosed value leader
David A. Lorber
Comparable rows
15/15
Latest evidence
01 Jun 2026
3/4/5
13D/G
13F
Lead comparable stake: 13%
13D/G row: David A. Lorber
Showing 1-6 of 15 holder rows.
Quick read
David A. Lorber leads the comparable SEC ownership view at 13%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens David A. Lorber's linked filing trail.
Comparable ownership
Top 5
David A. Lorber
13%
22NW Fund, LP
2.2%
Howard Amster
14%
Ellida McMillan
0.17%
Lowell W. Robinson
0.15%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| David A. Lorber |
3/4/5
13D/G
CHAIRMAN AND CEO, Director, 10%+ Owner
|
13%
from 13D/G
|
$15,116,933
338,894 shares
|
+$2,228,119 | 01 Jun 2026 |
| 22NW Fund, LP |
13D/G
|
2.2%
|
$1,684,072
43,115 shares
|
$0 | 31 Mar 2026 |
| Howard Amster |
3/4/5
Director, 10%+ Owner
|
14%
|
$11,756,068
275,475 shares
|
+$489,440 | 03 Mar 2026 |
| Ellida McMillan |
3/4/5
CHIEF FINANCIAL OFFICER
|
0.17%
|
$155,379
3,428 shares
|
+$37,776 | 22 Dec 2025 |
| Lowell W. Robinson |
3/4/5
Director
|
0.15%
|
$144,780
3,000 shares
|
+$72,859 | 16 Sep 2025 |
| Adalta Capital Management LLC |
13F
Company
|
9%
|
$6,861,925
175,569 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
1
Shares
262,432
Rows available
1
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2026 vs Q1 2026 Across Filers
Q1 2026 holders
3
Q2 2026 holders
1
Holder diff
-2
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend