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Phenixfin Corp (PFX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Allworth Financial LP
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$12.2K ($0)
Filed 2026-11-06
US Bancorp \de\
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$132 (+$4)
Filed 2026-11-05
IFG Advisory, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$298)
Filed 2026-11-09
Adalta Capital Management LLC
N/A
Shares— from 176,569
Change-176,569 (-100%)
Value—
American Financial Group Inc
N/A
Shares— from 64,327
Change-64,327 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 54,462
Change-54,462 (-100%)
Value—
Bulldog Investors, LLPA
N/A
Shares— from 19,218
Change-19,218 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 15,140
Change-15,140 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 250
Change-250 (-100%)
Value—
UBS Group AG
N/A
Shares— from 130
Change-130 (-100%)
Value—
Status
Allworth Financial LP
UNCHANGED28628600%$12.2K$12.2K$02026-11-06
US Bancorp \de\
UNCHANGED3300%$128$132+$42026-11-05
IFG Advisory, LLC
CLOSED07-7-100%$298$0-$2982026-11-09
Adalta Capital Management LLC
N/A—176,569-176,569-100%$7.5M———
American Financial Group Inc
N/A—64,327-64,327-100%$2.7M———
Morgan Stanley
N/A—54,462-54,462-100%$2.3M———
Bulldog Investors, LLPA
N/A—19,218-19,218-100%$817.9K———
Legal & General Group Plc
N/A—15,140-15,140-100%$655.3K———
Osaic Holdings, Inc.
N/A—400-400-100%$17.0K———
Wells Fargo & Company
N/A—250-250-100%$10.6K———
UBS Group AG
N/A—130-130-100%$5.5K———
Showing 11 of 11 institutions