PhenixfinPFX
13F holders, Q1 2025 (March 31)15holders −4
0new positions
2sold out
$52.86avg. 13F price*
At the end of Q1 2025, 15 institutions reported holding Phenixfin Corp. (PFX) in their 13F filings, down 4 from Q4 2024. 0 opened new positions and 2 sold out. The largest holders were Adalta Capital Management LLC ($8.9M), 22NW, LP ($6.2M) and American Financial Group Inc. ($3.4M).
- Company
- Phenixfin Corp.
- CUSIP
- 71742W103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $630K |
All 13F filers, Q4 2024 → Q1 2025: 16,581 shares bought and 12,920 shares sold, net +3,661 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Adalta Capital Management LLC | 4.76% | Add +8.3% | 168,449 | $8.9M |
| 22NW, LP | 4.19% | No change | 117,885 | $6.2M |
| American Financial Group Inc. | 1.49% | No change | 64,327 | $3.4M |
| Morgan Stanley | 0.00% | Add +2.1% | 61,796 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Add +0.9% | 19,775 | $1.0M |
| Bulldog Investors, LLP | 0.28% | No change | 19,218 | $1.0M |
| Legal & General Group Plc | 0.00% | No change | 14,151 | $756K |
| UBS Group AG | 0.00% | Add +309.5% | 2,121 | $112K |
| Allworth Financial LP | 0.00% | Add +2.6% | 2,223 | $39K |
| Osaic Holdings, Inc. | 0.00% | Add +2625.0% | 545 | $29K |
| Bank of America Corp. | 0.00% | No change | 308 | $16K |
| Wells Fargo & Company | 0.00% | Reduce -31.5% | 261 | $14K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 200 | $11K |
| Archer Investment Corp | 0.00% | No change | 126 | $7K |
| MAI Capital Management | 0.00% | No change | 22 | $1K |
"% of holder's portfolio" is PFX's weight in each manager's 13F, not the share of Phenixfin Corp. the manager owns.