PHENIXFIN CORP (PFX) Institutional Ownership and Insiders Activity
PHENIXFIN CORP (PFX) is widely held by institutional investors, with 11 firms reporting positions valued at approximately $14.09M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Adalta Capital Management Llc is the largest disclosed holder, reporting approximately $7.51M in PFX holdings in its latest filing.
Institutional ownership remains highly concentrated, with Adalta Capital Management Llc representing the majority of disclosed value.
Institutional Holders
11
Total Reported Value
$14.09M
Largest Holder
Adalta Capital Management Llc
Largest Position
$7.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
1
Funds Exiting Positions
6
Top Institutional Owners
View allInvestorReported Balance
- Adalta Capital Management Llc$7.51M
- American Financial Group Inc$2.74M
- Morgan Stanley$2.32M
- Bulldog Investors, Llp$817,918
- Legal & General Group Plc$655,259
Related PFX Institutional Insights:
- PFX 13F Institutional Holders
- PFX Top Institutional Shareholders
- PFX Institutional Ownership Changes
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- PFX Insider Trading & SEC Form 4 Activity
- PFX Articles
- Top Institutional Investor Stock Rankings