Skip to main content

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

Q2 2026 vs. Q1 2026

How the institutions holding PhenixFIN Corp changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of PFX: Q1 2026 compared with Q2 2026
MeasureQ1 2026Q2 2026Change
Holders1611−5
Shares398.1K330.8K−67.3K (−16.9%)
Value$15.6M$14.1M−$1.48M (−9.5%)

New holders (1)

Institutions that held PhenixFIN Corp at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to PFX in Q2 2026
InstitutionSharesValue% of portfolio
IFG Advisory, LLC7$2980.00%

Sold out (6)

Institutions that held PhenixFIN Corp at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of PFX in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
22NW, LP43,115$1.68M
Raymond James Financial Inc23,938$935.0K
Legacy Wealth Managment, LLC200$7.81K
Archer Investment Corp126$4.92K
Sound Income Strategies, LLC78$3.04K
MAI Capital Management11$430