PhenixFIN Corporation COM

PhenixFIN Corporation COM is a security (CUSIP 71742W103) tracked across SEC portfolio filings. 16 institutional managers reported $15.6M on Form 13F as of 2026-03-31; 1 registered fund positions totaling $809K via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 16 managers by value.

ManagerLocationValueShares
Adalta Capital Management LLCNEW YORK, NY$6.9M175,569
AMERICAN FINANCIAL GROUP INCCINCINNATI, OH$2.5M64,327
MORGAN STANLEYNEW YORK, NY$2.1M54,958
22NW, LPSEATTLE, WA$1.7M43,115
RAYMOND JAMES FINANCIAL INCST. PETERSBURG, FL$935K23,938
Bulldog Investors, LLPSADDLE BROOK, NJ$751K19,218
Legal & General Group PlcLondon, X0$602K15,140
UBS Group AGZurich, V8$19K488
OSAIC HOLDINGS, INC.PHOENIX, AZ$16K400
Allworth Financial LPFOLSOM, CA$11K286
Legacy Investment Solutions, LLCBOISE, ID$10K200
WELLS FARGO & COMPANY/MNSAN FRANCISCO, CA$10K251
Legacy Wealth Managment, LLC/IDBOISE, ID$8K200
MAI Capital ManagementINDEPENDENCE, OH$43011
US BANCORP \DE\MINNEAPOLIS, MN$1173

Top fund holders (N-PORT)

FundRegistrantValue% of fund
High Income Securities FundHigh Income$809K66.17%

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