Phenixfin Corporation · NASDAQ:PFX
Phenixfin Corporation shareholders
As of Jun 30, 2026, 11 institutions reported holding Phenixfin Corporation, 17.1% of its shares. Largest: Adalta Capital Management LLC, American Financial Group Inc and Morgan Stanley. New holders, exits, insiders and big stakes, each with its filing.
| Holder | Shares | % of Phenixfin Corporation | Change | Filed |
|---|---|---|---|---|
| Adalta Capital Management LLC | 177K | 9.1% | +1,000 | Aug 14, 2026 |
| American Financial Group Inc | 64,327 | 3.3% | no change | Aug 12, 2026 |
| Morgan Stanley | 54,462 | 2.8% | −496 | Aug 13, 2026 |
| Bulldog Investors, LLP | 19,218 | 1.00% | no change | Aug 14, 2026 |
| Legal & General | 15,140 | 0.78% | no change | Aug 14, 2026 |
| Osaic Holdings, Inc. | 400 | 0.02% | no change | Aug 14, 2026 |
| Allworth Financial LP | 286 | 0.01% | no change | Aug 11, 2026 |
| Wells Fargo | 250 | 0.01% | −1 | Aug 14, 2026 |
| UBS | 130 | <0.01% | −358 | Aug 13, 2026 |
| IFG Advisory, LLC | 7 | <0.01% | new | Aug 14, 2026 |