PhenixFIN Corp - PFX
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Company profile
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Quarter snapshot
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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$20.82M
QoQ value delta ($000)
-$1.465M
(-6.57%)
Implied price effect (QoQ)
-6.69%
Shares
Total shares
469,509
QoQ shares delta
+567
(+0.12%)
Total shares held by funds (by quarter)
Shares (left)
Fund holders (right)
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Top holders (Q4 2025)
Top 25 only
Full list
Early Q2 2026 data: only 12 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Adalta Capital Management LLC | 7,835 | 175,569 | 3.5% |
| 22NW, LP | 5,208 | 117,885 | 2.19% |
| AMERICAN FINANCIAL GROUP INC | 2,841 | 64,327 | 1.03% |
| MORGAN STANLEY | 2,447 | 55,406 | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 988 | 22,368 | 0.0% |
| Bulldog Investors, LLP | 849 | 19,218 | 0.19% |
| Legal & General Group Plc | 589 | 13,093 | 0.0% |
| OSAIC HOLDINGS, INC. | 17 | 400 | 0.0% |
| Allworth Financial LP | 12 | 286 | 0.0% |
| WELLS FARGO & COMPANY/MN | 11 | 250 | 0.0% |
| Legacy Wealth Managment, LLC/ID | 8 | 200 | 0.0% |
| UBS Group AG | 5 | 130 | 0.0% |
| Archer Investment Corp | 5 | 126 | 0.0% |
| BANK OF AMERICA CORP /DE/ | 4 | 108 | 0.0% |
| Sound Income Strategies, LLC | 3 | 78 | 0.0% |
| ROYAL BANK OF CANADA | 2 | 50 | 0.0% |
| US BANCORP \DE\ | 0 | 3 | 0.0% |
| HUNTINGTON NATIONAL BANK | 0 | 1 | 0.0% |
| MAI Capital Management | 0 | 11 | 0.0% |