13F

Stock

Phenixfin Corp

Ticker not mapped · held by 18 managers

Reported value

$20.8M

Holders

18

+0 new · −0 exited

Holders’ est. mark

−$192.2K

Price effect on 3 books still in the name

Largest holder

$7.84M

Adalta Capital Management LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Adalta Capital Management LLC175.6K$7.84MHeld
22NW, LP117.9K$5.21MHeld
AMERICAN FINANCIAL GROUP INC64.3K$2.84MHeld
MORGAN STANLEY55.4K$2.45M−$190.9KCut−$310.5K
RAYMOND JAMES FINANCIAL INC22.4K$988.2KHeld
Bulldog Investors, LLP19.2K$849.1KHeld
Legal & General Group Plc13.1K$589.4KHeld
OSAIC HOLDINGS, INC.400$17.7KHeld
Allworth Financial LP286$12.6K−$985Cut−$985
WELLS FARGO & COMPANY/MN250$11.1KHeld
Legacy Wealth Managment, LLC/ID200$8.84KHeld
UBS Group AG130$5.74KHeld
Archer Investment Corp126$5.57KHeld
BANK OF AMERICA CORP /DE/108$4.77K−$373Cut−$373
Sound Income Strategies, LLC78$3.41KHeld
ROYAL BANK OF CANADA50$2KHeld
MAI Capital Management11$486Held
US BANCORP \DE\3$133Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.