How many shares of PFX does Allworth Financial LP own?

As of 2026-Q2, Allworth Financial LP holds 286 shares of PFX (PHENIXFIN CORP).

What is Allworth Financial LP's PFX position worth?

As of 2026-Q2, Allworth Financial LP's PFX position is worth $12,173.

Based on available 13F filings, Allworth Financial LP first reported a position in PFX in 2023-Q2. They have held the position across 13 quarters.

Position history for Allworth Financial LP's holdings in PHENIXFIN CORP

Current Value

$12,173

Current Shares

286

Total Value Change

-$61,930

Total Shares Change

-3,880

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	286	0.0%	$12,173	0.0%	$42.55	0
2026-Q1	Unchanged	286	0.0%	$11,172	0.0%	$41.00	0
2025-Q4	Unchanged	286	0.0%	$12,636	0.0%	$45.31	0
2025-Q3	New	286	-	$13,621	0.0%	$47.30	25
2025-Q2	Exited	0	-100.0%	$0	0.0%	$50.00	0
2025-Q1	Increased	2,223	+2.6%	$38,903	0.0%	$54.00	21
2024-Q4	Unchanged	2,166	0.0%	$37,905	0.0%	$47.91	0
2024-Q3	Unchanged	2,166	0.0%	$38,772	0.0%	$45.63	0
2024-Q2	Unchanged	2,166	0.0%	$38,988	0.0%	$45.41	0
2024-Q1	Unchanged	2,166	0.0%	$38,988	0.0%	$41.62	0
2023-Q4	Unchanged	2,166	0.0%	$91,508	0.0%	$39.88	0
2023-Q3	Decreased	2,166	-48.0%	$82,092	0.0%	$35.77	0
2023-Q2	New	4,166	-	$74,103	0.0%	$36.10	29