PFX — Phenixfin Corp Institutional Holders · Q2 2026
Who owns Phenixfin Corp (PFX)? 18 institutions reported holding $14.09M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Adalta Capital Management LLC ($7.5M), American Financial Group Inc ($2.7M), Morgan Stanley ($2.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Adalta Capital Management LLC | $7.5M | 176,569 | Added |
| 2 | AMERICAN FINANCIAL GROUP INC | $2.7M | 64,327 | Hold |
| 3 | MORGAN STANLEY | $2.3M | 54,462 | Trimmed |
| 4 | Bulldog Investors, LLP | $817,918 | 19,218 | Hold |
| 5 | Legal & General Group Plc | $655,259 | 15,140 | Hold |
| 6 | OSAIC HOLDINGS, INC. | $17,024 | 400 | Hold |
| 7 | Allworth Financial LP | $12,173 | 286 | Hold |
| 8 | WELLS FARGO & COMPANY/MN | $10,645 | 250 | Trimmed |
| 9 | UBS Group AG | $5,533 | 130 | Trimmed |
| 10 | IFG Advisory, LLC | $298 | 7 | New |
| 11 | US BANCORP \DE\ | $128 | 3 | Hold |
| 12 | HUNTINGTON NATIONAL BANK | $1 | 1 | Hold |
| 13 | MAI Capital Management | $0 | 0 | Exited |
| 14 | 22NW, LP | $0 | 0 | Exited |
| 15 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 16 | Archer Investment Corp | $0 | 0 | Exited |
| 17 | Legacy Wealth Managment, LLC/ID | $0 | 0 | Exited |
| 18 | RAYMOND JAMES FINANCIAL INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30