Funds holding PHENIXFIN CORP
1 fund declares a position · 0 ETFs and 1 other funds · 35.8K $ · US71742W1036
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 762 | 35.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
Institutional managers
16 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Adalta Capital Management LLC | 175,569 | 6.9M $ | as of Mar 31, 2026 |
| AMERICAN FINANCIAL GROUP INC | 64,327 | 2.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 54,958 | 2.1M $ | as of Mar 31, 2026 |
| 22NW, LP | 43,115 | 1.7M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 23,938 | 935K $ | as of Mar 31, 2026 |
| Bulldog Investors, LLP | 19,218 | 750.7K $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 15,140 | 601.8K $ | as of Mar 31, 2026 |
| UBS Group AG | 488 | 19.1K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 400 | 15.6K $ | as of Mar 31, 2026 |
| Allworth Financial LP | 286 | 11.2K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 251 | 9.8K $ | as of Mar 31, 2026 |
| Legacy Wealth Managment, LLC/ID | 200 | 7.8K $ | as of Mar 31, 2026 |
| Archer Investment Corp | 126 | 4.9K $ | as of Mar 31, 2026 |
| Sound Income Strategies, LLC | 78 | 3K $ | as of Mar 31, 2026 |
| MAI Capital Management | 11 | 430 $ | as of Mar 31, 2026 |
| US BANCORP \DE\ | 3 | 117 $ | as of Mar 31, 2026 |