PhenixFIN Corporation Common Stock — Institutional Ownership
Which tracked institutions hold PFX, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
5
Funds holding
$5605474
Total value held
Flat
2 added/new · 2 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | American Financial Group Inc | $2512612 | 64327 | — | NEW BUY |
| 2 | Morgan Stanley | $2146676 | 54958 | -448 | -0.81% |
| 3 | Raymond James Financial Inc | $935018 | 23938 | +1570 | +7.02% |
| 4 | Wells Fargo & Company/Mn | $11051 | 250 | -11 | -4.21% |
| 5 | Us Bancorp \De\ | $117 | 3 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.