Institutional Ownership
Phenixfin Corp
CUSIP 71742W103COMPFXQ1 2026
Institutional Holders
16
13F filers
Shares Held
398.1K
Aggregate institutional
Institutional Value
$15.56M
Q1 2026
Net New Holders
-2
0 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased4
Decreased2
Sold out2
Institutional Holders
16 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Adalta Capital Management LLC | 175.6K | $6.86M | 0 | Held |
| 2 | American Financial Group Inc | 64.3K | $2.51M | 0 | Held |
| 3 | Morgan Stanley | 55.0K | $2.15M | −448 | Reduced |
| 4 | 22nw, LP | 43.1K | $1.68M | −74.8K | Reduced |
| 5 | Raymond James Financial Inc | 23.9K | $935.0K | +1.6K | Added |
| 6 | Bulldog Investors, LLP | 19.2K | $750.7K | 0 | Held |
| 7 | Legal & General Group PLC | 15.1K | $601.8K | +2.0K | Added |
| 8 | Ubs Group AG | 488 | $19.1K | +358 | Added |
| 9 | Osaic Holdings, Inc. | 400 | $15.6K | 0 | Held |
| 10 | Allworth Financial LP | 286 | $11.2K | 0 | Held |
6 more institutional holders on Premium
See every fund holding Phenixfin Corp, with full quarter-over-quarter share changes.
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