Phoenix Companies Inc. (pnx 7.45 01/15/32)Preferred / convertible
13F holders, Q2 2026 (June 30)2holders −1
0new positions
1sold out
$18.75avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Phoenix Companies Inc. (pnx 7.45 01/15/32) in their 13F filings, down 1 from Q1 2026. 0 opened new positions and 1 sold out. The largest holders were Grace & White Inc. ($4.9M) and Nvwm, LLC ($7K).
- Company
- Phoenix Companies Inc. (pnx 7.45 01/15/32)
- Filed as
- NASSAU COS NEW YORK 7.45 QUIBS 2032 (Q2 2026)
- CUSIP
- 71902E208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $803K |
All 13F filers, Q1 2026 → Q2 2026: 45,000 shares sold, net −45,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Grace & White Inc. | — | No change | 262,432 | $4.9M |
| Nvwm, LLC | — | No change | 400 | $7K |
"% of holder's portfolio" is PHOENIX COMPANIES INC (PNX 7.45 01/15/32)'s weight in each manager's 13F, not the share of Phoenix Companies Inc. (pnx 7.45 01/15/32) the manager owns.