PFX PhenixFIN Corp: institutional ownership and insider trading
12 funds reported holding $14.1M of PhenixFIN Corp in their latest 13F filings; in Q2 2026 funds net sold $2.87M, with 1 new positions and 6 funds selling out; over the last 12 months insiders bought $2.70M and sold $0 on the open market.
Largest institutional holders of PFX
- Adalta Capital Management LLC — $7.51M
- AMERICAN FINANCIAL GROUP INC (AFG, AFGB, AFGC, AFGD, AFGE) — $2.74M
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $2.32M
- Bulldog Investors, LLP — $818K
- Legal & General Group Plc — $655K
- OSAIC HOLDINGS, INC. — $17.0K
- Allworth Financial LP — $12.2K
- WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $10.6K
- Legacy Investment Solutions, LLC — $10.1K
- UBS Group AG (UBS) — $5.53K
Recent PFX insider trades
- Jun 3, 2026: Lorber David A bought 8,656 shares ($390K)
- May 12, 2026: Lorber David A bought 42,065 shares ($1.68M)
- Mar 3, 2026: Amster Howard bought 11,500 shares ($489K)
- Dec 24, 2025: Lorber David A bought 1,705 shares ($77.8K)
5%+ owners
- David A. Lorber: 12.9% (Schedule 13D/A, filed May 14, 2026)