PHENIXFIN CORP

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PFX·71742W103·US·Common Stock·Financial Services - Asset Management-Activist

PFX (PHENIXFIN CORP) is held by 7 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($2.3M), Legal & General Group Plc ($655,259), OSAIC HOLDINGS, INC. ($17,024). Net institutional sentiment: Bearish.

7

Holders

(2 Elite)

$3M

Total Value

0% (5)

Consensus

0 buying - 5 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)45

Insider (Form 4)77

Activist (13D/13G)62

Congressional (STOCK Act)84

Holder Quality

39

★★★★★

Elite

23

★★★★

Strong

47

★★★

Solid

85

★★

Below

88

★

Weak

Held by 7 funds

2 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders Mar 5, 2026 · Activists May 14, 2026 · Congress none

ActivistDADavid A. Lorber12.9%May 14, 2026

InsiderAHAmster HowardBuy $489KMar 3, 2026

InsiderLALorber David ABuy $26KDec 24, 2025

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Top Holders

Top Holders (7)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	54,462(-0.9%)	$2.3M	0.0%	+16.41%	0
Legal & General Group Plc	Unchanged	15,140	$655,259	0.0%	+61.45%	0
OSAIC HOLDINGS, INC.	Unchanged	400	$17,024	0.0%	+1.22%	0
Allworth Financial LP	Unchanged	286	$12,173	0.0%	+12.20%	0
WELLS FARGO & COMPANY/MN	Decreased	250(-0.4%)	$10,645	0.0%	+33.97%	0
UBS Group AG	Decreased	130(-73.4%)	$5,533	0.0%	+21.26%	0
US BANCORP \DE\	Unchanged	3	$128	0.0%	+17.13%	0
RAYMOND JAMES FINANCIAL INC	Exited	0(-100.0%)	$935,018	0.0%	-9.99%	0
MAI Capital Management	Exited	0(-100.0%)	$430	0.0%	-11.19%	0

PFXPHENIXFIN CORP

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer