PhenixFIN Corp(PFX)Stock Analysis
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Not in ranked universe
Limited institutional coverage
Quality rankings require at least 50 unique 13-F institutional holders to ensure peer comparisons are meaningful. Only 16 institutional filers currently hold this stock.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
PFX Stock Analysis & AI Quality Score
Data updated 2026-07-26AI stock analysis and institutional research for PhenixFIN Corp (PFX). PFX is not currently included in 13F Pro's AI-ranked quality universe — quality rankings require at least 50 unique 13-f institutional holders to ensure peer comparisons are meaningful. only 16 institutional filers currently hold this stock. Top institutional holders of PFX by reported 13-F value include Adalta Capital Management, AMERICAN FINANCIAL GROUP, MORGAN STANLEY, based on the most recent SEC filings. PFX trades on the Nasdaq exchange and files with the SEC under CIK 1490349. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PFX daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for PhenixFIN Corp directly from SEC EDGAR.
Net Income
Q2 2026
$4.2M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProNet Income
-77.7% YoYEPS (Diluted)
-77.4% YoYTotal Assets
+4.7% YoYOp. Cash Flow
-518.1% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|
| Net Income | $4.2M -77.7% | $18.6M -30.8% | $26.9M +540.8% | $-6.1M | — |
| EPS (Diluted) | $2.06 -77.4% | $9.13 -29.1% | $12.87 +589.4% | $-2.63 -647.9% | $0.48 |
| Total Assets | $316.9M +4.7% | $302.8M +26.3% | $239.7M +9.5% | $218.9M | — |
| Operating Cash Flow | $-67.3M -518.1% | $16.1M +177.8% | $-20.7M +29.3% | $-29.3M -130.8% | $95.1M |
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Available Research
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Top Institutional Holders of PFX
Adalta Capital Management LLC
$7.5M176,569 shAMERICAN FINANCIAL GROUP INC
$2.7M64,327 shMORGAN STANLEY
$2.3M54,462 shBulldog Investors, LLP
$817.9K19,218 shLegal & General Group Plc
$655.3K15,140 shOSAIC HOLDINGS, INC.
$17.0K400 shAllworth Financial LP
$12.2K286 shWELLS FARGO & COMPANY/MN
$10.6K250 shUBS Group AG
$5.5K130 shIFG Advisory, LLC
$298.007 sh
| Fund | Value | Shares |
|---|---|---|
| Adalta Capital Management LLC | $7.5M | 176,569 |
| AMERICAN FINANCIAL GROUP INC | $2.7M | 64,327 |
| MORGAN STANLEY | $2.3M | 54,462 |
| Bulldog Investors, LLP | $817.9K | 19,218 |
| Legal & General Group Plc | $655.3K | 15,140 |
| OSAIC HOLDINGS, INC. | $17.0K | 400 |
| Allworth Financial LP | $12.2K | 286 |
| WELLS FARGO & COMPANY/MN | $10.6K | 250 |
| UBS Group AG | $5.5K | 130 |
| IFG Advisory, LLC | $298.00 | 7 |
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Popular Research
Is PFX a good stock to buy?
13F Pro's AI-powered analysis of PhenixFIN Corp (PFX) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for PFX are available on the PFX stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. PFX is classified as a small company.
Which hedge funds own PFX?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling PFX. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of PhenixFIN Corp's investment landscape.