PhenixFIN (PFX)
Middle-market investor with gem-and-jewelry finance and specialty insurance holdings.
$45.79
vs last close+0.13 (+0.29%)
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13F · 13D/G · Form 4
| Institutions | 17.13% | 330.8K shares | |
|---|---|---|---|
| 11 holders · as of Jun 30, 2026 | |||
| Insiders | 12.87% | 248.6K shares | |
| 1 holder · as of May 14, 2026 | |||
| Other | 70.00% | 1.35M shares | |
| remainder | |||
1.93M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
13F, as of Jun 30, 2026
11 holders · 330.8K shares · 1 new position · 2 increased · 3 reduced · 6 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Adalta Capital Management LLC | 176.6K | 9.14% | +1.0K | Aug 14, 2026 |
| American Financial Group Inc | 64.3K | 3.33% | 0 | Aug 12, 2026 |
| Morgan Stanley | 54.5K | 2.82% | −496 | Aug 13, 2026 |
| Bulldog Investors, LLP | 19.2K | 1.00% | 0 | Aug 14, 2026 |
| Legal & General Group PLC | 15.1K | 0.78% | 0 | Aug 14, 2026 |
| Advisor Group Holdings, Inc. | 400 | 0.02% | 0 | Aug 14, 2026 |
| Allworth Financial LP | 286 | 0.01% | 0 | Aug 11, 2026 |
| Wells Fargo & Company/MN | 250 | 0.01% | −1 | Aug 14, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| David A. Lorber | 12.90% | 248.6K | 13D | May 14, 2026 |
Form 4
Latest trades
Nothing filed in the last 12 months.
House and Senate disclosures
Not reported.