PFX Institutional Ownership & Shareholders
PHENIXFIN CORP (PFX) is currently held by 11 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $14.09M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Adalta Capital Management Llc is currently the largest disclosed institutional shareholder of PFX tracked by InsiderSet, reporting ownership valued at approximately $7.51M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.72M, representing an estimated gain of +2.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed PFX value among the investors covered in this analysis. Major shareholders include Adalta Capital Management Llc, American Financial Group Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in PHENIXFIN CORP (PFX).
This page ranks the largest institutional PFX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
19
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Adalta Capital Management Llc | 3.30% | 176,569 | $7,514,777 | $7,716,065 | +$201,288 | +2.68% | |
| American Financial Group Inc | 0.97% | 64,327 | $2,737,757 | $2,811,090 | +$73,333 | +2.68% | |
| Morgan Stanley | 0.00% | 54,462 | $2,317,903 | $2,379,989 | +$62,086 | +2.68% | |
| Bulldog Investors, Llp | 0.18% | 19,218 | $817,918 | $839,827 | +$21,909 | +2.68% | |
| Legal & General Group Plc | 0.00% | 15,140 | $655,259 | $661,618 | +$6,359 | +0.97% | |
| Osaic Holdings, Inc. | 0.00% | 400 | $17,024 | $17,480 | +$456 | +2.68% | |
| Allworth Financial Lp | 0.00% | 286 | $12,173 | $12,498 | +$325 | +2.67% | |
| Wells Fargo & Company/Mn | 0.00% | 250 | $10,645 | $10,925 | +$280 | +2.63% | |
| Ubs Group Ag | 0.00% | 130 | $5,533 | $5,681 | +$148 | +2.67% | |
| Ifg Advisory, Llc | 0.00% | 7 | $298 | $306 | +$8 | +2.65% | |
| Us Bancorp \De\ | 0.00% | 3 | $128 | $131 | +$3 | +2.42% |
Frequently asked questions about PFX
Who are the largest institutional holders of PFX?
The largest institutional holders of PFX reported in the latest SEC Form 13F filings include Adalta Capital Management Llc, American Financial Group Inc, Morgan Stanley, Bulldog Investors, Llp, and Legal & General Group Plc. InsiderSet ranks institutional holders by their latest reported PFX position.
What is PFX institutional ownership?
This page tracks PFX positions reported by institutional investment managers through SEC Form 13F. PHENIXFIN CORP (PFX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PFX?
InsiderSet currently tracks 11 institutional managers reporting PFX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PFX shareholders.
How much PFX stock do institutions own?
Institutional investment managers disclosed approximately $14.09M in PFX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PFX institutional ownership last updated?
The latest PFX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PFX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PFX position after the reporting date.
Are institutions buying or selling PFX?
Institutional buying and selling can be analyzed by comparing PFX positions across consecutive 13F reporting periods. InsiderSet's PFX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PFX ownership changes.
How has PFX institutional ownership changed over time?
InsiderSet tracks PFX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.