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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 2025 vs. Q2 2025

How the institutions holding PhenixFIN Corp changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of PFX: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders15116+2
Shares469.2K200469.2K+230 (0.0%)
Value$23.8M$10.1K$22.3M−$1.47M (−6.2%)

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (2)

Institutions that held PhenixFIN Corp at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to PFX in Q3 2025
InstitutionSharesValue% of portfolio
Allworth Financial LP286$13.6K0.00%
Sound Income Strategies, LLC78$3.63K0.00%

Sold out (0)

Institutions that held PhenixFIN Corp at the end of Q2 2025 and filed for Q3 2025 without it.

None.

Not filed for Q3 2025 yet (1)

Institutions that held PhenixFIN Corp at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFX in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Legacy Investment Solutions, LLC200$10.1K