PhenixFIN Corporation Common Stock — Institutional Ownership
Which tracked institutions hold PFX, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
5
Funds holding
$5071966
Total value held
Selling
1 added/new · 2 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | American Financial Group Inc | $2737757 | 64327 | — | Held |
| 2 | Morgan Stanley | $2317903 | 54462 | -496 | -0.90% |
| 3 | Wells Fargo & Company/Mn | $10645 | 250 | -1 | -0.40% |
| 4 | Ubs Group Ag | $5533 | 130 | +130 | NEW BUY |
| 5 | Us Bancorp \De\ | $128 | 3 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.