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PhenixFin Corporation shares owned by Legacy Wealth Managment

Quarter-by-quarter ownership of PhenixFin Corporation (PFX) shares owned by Legacy Wealth Managment from 13F filings

Historical chart of Legacy Wealth Managment investment in PhenixFin Corporation

Tip: Access up to 7 years of quarterly data

All positions including PhenixFin Corporation held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PhenixFin Corporation by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.5k 200 47.63
2025-06-30 $10k 200 50.65
2025-03-31 $11k 200 53.00
2024-12-31 $9.8k 200 49.00
2024-09-30 $9.4k 200 47.00

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View all positions for Legacy Wealth Managment

Top funds holding PhenixFin Corporation

Adalta Capital Management
22NW
American Financial Group
Morgan Stanley
Raymond James Financial
Brooklyn Capital Management
Legal & General Group
UBS Group
Advisor Group Holdings
Hanson McClain Advisors
Wells Fargo & Company
Legacy Wealth Managment
Legacy Investment Solutions
Archer Investment Corp
Sound Income Strategies

View all funds holding PhenixFin Corporation