Phenixfin Corp: which funds bought and sold
Institutions that bought and sold Phenixfin shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 2 institutions that filed 13F reports for both quarters added to or opened positions in Phenixfin, and 9 cut or closed them. Together they sold a net 67K shares, −16.9% on what they held at the start of the quarter. 1 opened a new position and 6 sold out entirely.
Bought, Q2 2026 2 institutions, 1 of them new holders Sold, Q2 2026 9 institutions, 6 of them sold out
Net change, all compared −67K shares (−16.9%)
Net change, active managers 0 shares (—), 0 bought, 0 sold
Buyers versus sellers
2 bought 6 9 sold
Active managers and hedge funds 0 bought · 0 sold · 0
Index fund managers 0 bought · 0 sold · 0
Other institutions 2 bought · 9 sold · −67K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Adalta Capital Management LLC | +1,000 +0.6% | 177K | $7.5M |
| Ifg Advisory, LLC | +7 New position | 7 | $298 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| None of the active managers on our list. | |||
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| 22Nw, LP | −43K Sold out | 0 | — |
| Raymond James Financial Inc | −24K Sold out | 0 | — |
| Morgan Stanley | −496 −0.9% | 54K | $2.3M |
| UBS Group AG | −358 −73.4% | 130 | $5,533 |
| Legacy Wealth Managment, LLC | −200 Sold out | 0 | — |
| Archer Investment Corp | −126 Sold out | 0 | — |
| Sound Income Strategies, LLC | −78 Sold out | 0 | — |
| Mai Capital Management | −11 Sold out | 0 | — |
| Wells Fargo & Company | −1 −0.4% | 250 | $10,645 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| None of the active managers on our list. | |||
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Ifg Advisory, LLC | 7 | $298 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| 22Nw, LP | 43K | $1.7M |
| Raymond James Financial Inc | 24K | $935,018 |
| Legacy Wealth Managment, LLC | 200 | $7,812 |
| Archer Investment Corp | 126 | $4,922 |
| Sound Income Strategies, LLC | 78 | $3,042 |
| Mai Capital Management | 11 | $430 |
Who holds the shares
- Institutions reporting
- 11
- Ten largest holders
- 100.0% of 13F-reported shares
- Index fund managers
- 0.0% of 13F-reported shares
- Active managers and hedge funds
- 0.0% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 0 | 0 | 0 | 0 | 0 | — |
| Index fund managers | 0 | 0 | 0 | 0 | 0 | — |
| Other institutions | 2 | 9 | 1 | 6 | −67K | −16.9% |