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PhenixFin Corporation shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in PhenixFin Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in PhenixFin Corporation by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0k 22 47.64
2025-06-30 $1.1k 22 50.68
2025-03-31 $1.2k 22 53.00
2024-12-31 $1.1k 22 50.68

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View all positions for MAI Wealth Advisors

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