PhenixFIN Corporation (PFX) Institutional Ownership

What the institutions did with PFX last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers compared

17

filed both this quarter and last

Managers holding

11

-5 on the quarter

Buyers

2

1 opened new

Sellers

9

6 sold out entirely

Buyer share

18.2%

of managers who traded it

Breadth

-63.6

net buyers, as a share of those trading

Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Largest holders

Manager	Shares	% of reported
Adalta Capital Management LLC	176.6K	53.4%
AMERICAN FINANCIAL GROUP INC	64.3K	19.4%
MORGAN STANLEY	54.5K	16.5%
Bulldog Investors, LLP	19.2K	5.8%
Legal & General Group Plc	15.1K	4.6%
OSAIC HOLDINGS, INC.	400	0.1%
Allworth Financial LP	286	0.1%
WELLS FARGO & COMPANY/MN	250	0.1%
UBS Group AG	130	0.0%
IFG Advisory, LLC	7	0.0%
US BANCORP \DE\	3	0.0%

Largest changes

Manager	Action	Previous	Current	Change
22NW, LP	Sold Out	43.1K	0	-43.1K
RAYMOND JAMES FINANCIAL INC	Sold Out	23.9K	0	-23.9K
Adalta Capital Management LLC	Increased	175.6K	176.6K	+1.0K
MORGAN STANLEY	Reduced	55.0K	54.5K	-496
UBS Group AG	Reduced	488	130	-358
Legacy Wealth Managment, LLC/ID	Sold Out	200	0	-200
Archer Investment Corp	Sold Out	126	0	-126
Sound Income Strategies, LLC	Sold Out	78	0	-78
MAI Capital Management	Sold Out	11	0	-11
IFG Advisory, LLC	New	0	7	+7
WELLS FARGO & COMPANY/MN	Reduced	251	250	-1

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.