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PhenixFIN Corp

PFX
Exchange
Nasdaq
SEC CIK
0001490349

No open-market purchases or sales by PhenixFIN Corp insiders were filed in the last 90 days; 11 institutions reported holding it in 13F filings for Q2 2026, worth $14.1M in total; no superinvestor holds it.

Other share classesPFXNZ

Q3 2024 vs. Q2 2024

How the institutions holding PhenixFIN Corp changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of PFX: Q2 2024 compared with Q3 2024
MeasureQ2 2024Q3 2024Change
Holders1517+2
Shares437.9K440.9K+3.01K (+0.7%)
Value$20.4M$20.9M+$459.4K (+2.2%)

New holders (3)

Institutions that held PhenixFIN Corp at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to PFX in Q3 2024
InstitutionSharesValue% of portfolio
Legacy Investment Solutions, LLC200$9.40K0.01%
Legacy Wealth Managment, LLC200$9.40K0.01%
Bank of America Corp180$8.57K0.00%

Sold out (1)

Institutions that held PhenixFIN Corp at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of PFX in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Main Street Group, LTD50$2.33K